F
CRD: 143770
Fogel Investment Advisory Group, Inc.
Fletcher, NC
8287685225
$53.9M Total AUM
$11.5M Disc. AUM
-- 3Y CAGR
2 Employees
95 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2007
- Office Locations
- 1
Office Locations
-- Fletcher NC
About Fogel Investment Advisory Group, Inc.
Fogel Investment Advisory Group, Inc. is a Fletcher-based RIA. The firm has been operating for 19 years. Managing $53.9M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$53.9M AVG AUM / ADVISOR
$567.6K AVG AUM / CLIENT
19.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Prime
Client Personas
Alpha
Investment Vehicles
Horizon
Services
Foundation optima Beacon Vital insight
Owner & Executives
J
JACQUES JOSEPH FOGEL
Chief Compliance Officer, Owner, President
- CRD
- #2918946
- Ownership
- 75% or more
(376) 781-3820
peak.horizon@ridgecapital.com
in linkedin.com/in/legacy-capital
J
JULIA PRICE FOGEL
--
- CRD
- --
- Ownership
- 50% but less than 75%
(213) 952-2490
frontier.foundation@elementcapital.com
in linkedin.com/in/oak-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,497,325 | -- |
| Non-Discretionary | $42,423,362 | -- |
| Total | $53,920,687 | -- |
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Separately Managed Accounts
Total SMA Asset: $53,920,687
Private Funds:
27.6% U.S. Government/Agency:
32.8% Equity - Exchange:
30.7% Cash:
8.9% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,680,953,717 | 27.6% |
| U.S. Government/Agency | $1,997,655,142 | 32.8% |
| Equity - Exchange | $1,869,756,489 | 30.7% |
| Cash | $542,046,669 | 8.9% |
| Total | $6,090,412,017 | 100.0% |