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- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2017
- Office Locations
- 2
Office Locations
About Adtigo Investment Advisors, LLC
ADTIGO Investment Advisors, LLC is a Morrisville, NC-based RIA serving retail clients. The firm emphasizes a reflective, learning-oriented partnership focused on long-term value. It provides portfolio construction and insurance/life insurance planning, using asset-allocation approaches that can incorporate ETFs, mutual funds and alternative exposures, including SRI. Custody support includes Altruist and Interactive Brokers.
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Owner & Executives
RYAN LOUIS WOJCIECHOWSKI
Chief Compliance Officer
- CRD
- #6369308
- Ownership
- 50% but less than 75%
Gregory T Taylor
Founder
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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