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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-06-1999
- Office Locations
- 1
Office Locations
About IDG Advisors, LLC
IDG Advisors, LLC is the RIA affiliate of Ian D. Gardenswartz & Associates, a Colorado CPA firm founded in 1986. The team pairs tax, accounting and small-business consulting with portfolio management, monitoring, asset allocation, and financial/estate planning for business owners and individuals, including real estate partnership structuring and investment tax analysis. Custodies at Fidelity/NFS and is AICPA peer-reviewed for audit/accounting.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
REM BASHARI
Chief Compliance Officer, Chief Operating Officer
- CRD
- #5458807
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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IAN DAVID GARDENSWARTZ
Associate
- CRD
- #4432997
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $91,991,139 | $725,690 |
| Total | $91,991,139 | $725,690 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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