IWG Investment Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 288942
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
IWG Investment Advisors LLC is structured as a limited liability company owned by an individual and operates as a capital allocator that focuses on selecting third‑party advisers rather than managing a broad suite of in‑house strategies. Its documented advisory activity is "selection of other advisers." The firm reports a nonstandard fee structure and does not identify itself as an active ESG investor. It is not described as a multistate adviser, a pension consultant, or a related adviser to another registered entity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
David Torres
Chief Compliance OfficerCRD 6663794
Tyler Cleveland
CEOCRD 4509855
Contacts
1 of 1Thomas Carreras
Investment Advisor RepresentativeCRD 1815164
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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