$145.1M Total AUM
$145.1M Disc. AUM
-- 3Y CAGR
5 Employees
32 ADV. Clients
1 yrs Firm Age
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- Custodian
- Brown Brothers ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2024
- Office Locations
- 1
Office Locations
-- Austin TX
About IGW Advisory Investment Management LLC
IGW Advisory Investment Management LLC is a Austin-based RIA. The firm has been operating for 1 years. Managing $145.1M in total assets under management, with 4 advisory representatives. They custody assets with Brown Brothers and Fidelity/NFS. Services offered include Insurance.
Team overview
-- AVG AGE
$36.3M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
1.3 yrs AVG TENURE
5 Employees
4 Advisory Reps
0 RIA Reps
1yrs Firm Age
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Asset Classes
Capital Delta timber Vector Value capital Timber
Client Personas
Summit peak
Custodian
Oak Insight pathway
Investment Themes
Unison wave Focus Beacon summit
Investment Vehicles
Alpha beacon
Platform
Vector fusion
Services
Vertex
Owner & Executives
C
CHRISTOPHER MICHAEL BISSONNETTE
Managing Member
- CRD
- --
- Ownership
- Less than 5%
(603) 342-7868
atlas.eagle@pioneercapital.com
in linkedin.com/in/quantum-foundation
L
LUZ LIBERTAD MIRANDA-CRESPO
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
(479) 887-8552
element.quantum@vitalcapital.com
in linkedin.com/in/insight-timber
F
Fusion fusion
Peak focus
- CRD
- #76103
- Ownership
- 26.3%
(774) 930-5997
oak.vector@matrixcapital.com
in linkedin.com/in/momentum-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,088,903 | $4,534,028 |
| Non-Discretionary | $0 | -- |
| Total | $145,088,903 | $4,534,028 |
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Separately Managed Accounts
Total SMA Asset: $145,088,903
Equity - Exchange:
11.6% Other:
17.0% U.S. Government/Agency:
16.0% Municipal Bonds:
15.7% Corporate - Investment Grade:
20.9% Cash:
18.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $37,400,850 | 11.6% |
| Other | $54,811,590 | 17.0% |
| U.S. Government/Agency | $51,587,379 | 16.0% |
| Municipal Bonds | $50,620,116 | 15.7% |
| Corporate - Investment Grade | $67,386,014 | 20.9% |
| Cash | $60,615,170 | 18.8% |
| Total | $322,421,119 | 100.0% |