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INVESTOR ADVISORY GROUP
Tel: 704-366-1120
421 South Sharon Amity Road Suite A
Charlotte, North Carolina 28211
INVESTOR ADVISORY GROUP
INVESTOR ADVISORY GROUP is a Charlotte, North Carolina based financial advisory firm with nearly $140,933,246 in assets under management and provides investment advisory services for 464 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (CONSULTING SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
106837
SEC#:
801-79417
No. of Clients:
464
Assets under Management
$140,933,246
No. of Advisors:
4
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