IGW Advisory Investment Management LLC

EST. AUM
$170,515,836

CONTACTS
3

CLIENT ACCOUNTS
29

Firm Details

Metro area Austin
CRD Number 333479
Website igwadvisory.com
Client types

Overview

IGW Advisory Investment Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission, formed as a limited liability company and operating in the investment advisory space to help clients manage and grow assets in alignment with their financial goals and objectives. The firm’s public filings indicate it provides investment advisory services under a fiduciary standard, accepting discretionary authority to manage client portfolios and offering ongoing monitoring of client investments. Its stated mission includes creating intergenerational wealth and financial security for its clients, reflecting a long-term wealth-management focus. Registration with the SEC underscores compliance with regulatory standards governing investment advisers.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

IGW Advisory Investment Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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