Investment Advisory Group LLC

Investment Advisory Group LLC (CRD# 109445) is a financial advisory firm headquartered in Hanover, MA. They manage $512,810,000 in 2,969 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
51 Mill St Building D, Suite 101, Hanover, MA 02339
http://www.iagadvisors.com
By the Numbers
  • Total Assets Under Management
    513
    MILLION
  • Total Number of Accounts
    2,969
    ACCOUNTS
  • Average Account Value
    $172,721
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
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, MD, ME, NC, NH, NY, PA, RI, SC, TX

Financial Advisors at Investment Advisory Group LLC
Showing 1 - 6 of 6 top financial advisors.
1
Theodore Ciolkosz, financial advisor Hanover MA
Theodore D. Ciolkosz
CRD#: 4535957
Hanover, MA 02339

Theodore Ciolkosz (CRD# 4535957) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 18 years of experience in the finance industry.

2
George McCall, financial advisor Hanover MA
George A. McCall
CRD#: 1345796
51 Mill Street, Building D, Hanover, MA 02339

George McCall (CRD# 1345796) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 35 years of experience in the finance industry. George McCall 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.

3
Paul Reardon, financial advisor Hanover MA
Paul W. Reardon
CRD#: 2149952
51 Mill Street, Hanover, MA 02339

Paul Reardon (CRD# 2149952) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 29 years of experience in the finance industry.

4
Jay Richards, financial advisor Hanover MA
Jay L. Richards
CRD#: 1689554
51 Mill Street, Building D, Hanover, MA 02339

Jay Richards (CRD# 1689554) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 30 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.

5
Michael Ross, financial advisor Hanover MA
Michael E. Ross
CRD#: 1669825
51 Mill Street, Hanover, MA 02339

Michael Ross (CRD# 1669825) 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.

6
Keith Whitt, financial advisor Hanover MA
Keith W. Whitt
CRD#: 5111717
51 Mill St Building D, Suite 101, Hanover, MA 02339

Keith Whitt (CRD# 5111717) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 9 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.

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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