Investment Advisor Group
Investment Advisor Group is an SEC-registered mass-market adviser with $81.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Investment Advisor Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312448, SEC 801-120292, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $81.0M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 124
- CRD
- 312448
- Ownership
- PRICE, CHRISTOPHER, LEE
How much AUM does Investment Advisor Group have?
Investment Advisor Group reported $81.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Investment Advisor Group?
Disclosed owners and executives of Investment Advisor Group include PRICE, CHRISTOPHER, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.