Fogel Investment Advisory Group, Inc.

Fogel Investment Advisory Group, Inc. (CRD# 143770) is a financial advisory firm headquartered in , . They manage $43,530,276 in 77 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $565,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Fogel Investment Advisory Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jacques Fogel, financial advisor Fletcher NC
Jacques J. Fogel
CRD#: 2918946
Fletcher, NC

Jacques Fogel (CRD# 2918946) is an Investment Advisor Representative working at Fogel Investment Advisory Group, Inc. in Fletcher, NC and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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