Investment Advisor Group

Investment Advisor Group (CRD# 312448) is a financial advisory firm headquartered in Hancock, NY. They manage $69,977,960 in 170 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $411,635
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NH, NJ, NY, PA, TX

Financial Advisors at Investment Advisor Group
Showing 1 - 3 of 3 top financial advisors.
1
Paul F. Kohn
CRD#: 5761826
Allendale, NJ

Paul Kohn (CRD# 5761826) is an Investment Advisor Representative working at Investment Advisor Group in Allendale, NJ and has over 14 years of experience in the finance industry.

2
Eugene W. Novitski
CRD#: 1679236
Saint Augustine, FL

Eugene Novitski (CRD# 1679236) is an Investment Advisor Representative working at Investment Advisor Group in Saint Augustine, FL and has over 36 years of experience in the finance industry.

3
Christopher L. Price
CRD#: 4468600
Hancock, NY

Christopher Price (CRD# 4468600) is an Investment Advisor Representative working at Investment Advisor Group in Hancock, NY and has over 22 years of experience in the finance industry.

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