Investment Services Group

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Grand Rapids
CRD Number
Website isgadvisor.com
Client types

Overview

ISG is a wealth advisory team headquartered in Grand Rapids, Michigan, offering independent, fiduciary-oriented investment advisory and planning services. The firm builds client-specific financial strategies centered on personal goals, retirement readiness, tax-sensitive investing and legacy planning. ISG’s advisors engage in comprehensive assessment of each client’s financial situation, design customized portfolios and coordinate ongoing reviews to adapt to life-changes. Through its affiliation with LPL Financial for brokerage and custody and Private Advisor Group for RIA oversight, ISG leverages broad access to investment models, mutual funds, ETFs and insurance vehicles while maintaining an independent advisory structure that avoids proprietary product push.

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

Investment Services Group

Platform Details

Investment Preferences

Alternative Activity

Address

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