IGW Advisory Investment Management LLC
SEC RegisteredCreating Intergenerational Wealth and Security
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 32 | $145M |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First tier | 1.00% |
| Second tier | 0.50% |
Data as of April 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. IGW Advisory Investment Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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