Investment Advisory Group LLC

Investment Advisory Group LLC (CRD# 109445) is a financial advisory firm headquartered in Hanover, MA. They manage $368,410,850 in 2,000 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details

51 Mill St Bldg D Ste 101, Hanover, MA 02339

http://www.maritimewealthadvisors.com

By the Numbers

Total Assets Under Management

368

MILLION
Total Number of Accounts

2,000

ACCOUNTS
Average Account Value

$184,205

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
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, MA, NC, NH, NY, TX

Financial Advisors at Investment Advisory Group LLC

Showing 1 - 5 of 5 top financial advisors.

Theodore D. Ciolkosz

CRD#: 4535957

51 Mill Street, Hanover, MA 02339

Wealthminder

score

Theodore Ciolkosz (CRD# 4535957) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 15 years of experience in the finance industry.

George A. McCall

CRD#: 1345796

51 Mill Street, Building D, Hanover, MA 02339

Wealthminder

score

George McCall (CRD# 1345796) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 33 years of experience in the finance industry.

Paul W. Reardon

CRD#: 2149952

51 Mill Street, Hanover, MA 02339

Wealthminder

score

Paul Reardon (CRD# 2149952) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 26 years of experience in the finance industry.

Michael E. Ross

CRD#: 1669825

51 Mill Street, Hanover, MA 02339

Wealthminder

score

Michael Ross (CRD# 1669825) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 25 years of experience in the finance industry.

Jay L. Richards

CRD#: 1689554

51 Mill Street, Building D, Hanover, MA 02339

Wealthminder

score

Jay Richards (CRD# 1689554) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 28 years of experience in the finance industry. Jay Richards has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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