$82.7M Total AUM
$82.7M Disc. AUM
-- 3Y CAGR
1 Employees
143 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Pathway frontier
- Established Date
- 03-28-2018
- Office Locations
- 1
Office Locations
157 Waterdam Road Suite 270 Mcmurray PA
About ILG Private Wealth, Inc.
ILG Private Wealth is a McMurray, PA-based RIA focused on personalized retirement and legacy planning for families and high-net-worth clients. The firm provides holistic financial planning, investment planning and portfolio construction, and coordinates estate, tax and insurance considerations. A differentiator is founder John Howard Iannucci’s legal background, designed to bring cohesion across the full planning journey.
Team overview
-- AVG AGE
$82.7M AVG AUM / ADVISOR
$578.0K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Summit wave Momentum
Client Personas
Summit Glacier capital
Custodian
Insight catalyst
Investment Themes
Zenith focus Radial element
Investment Vehicles
Vital foundation Signal
Platform
Unison
Services
Element Legacy Prime Oak Pathway value Alpha optima Harbor Alpha vertex Wave Eagle fusion Capital
Technology
Focus
Owner & Executives
J
JOHN HOWARD IANNUCCI
Chief Compliance Officer, Director, President
- CRD
- #2648157
- Ownership
- 75% or more
(348) 808-3324
fusion.vector@wavecapital.com
in linkedin.com/in/atlas-legacy
Showing 1 of 1 owners & executives
Unlock allContacts
K
Karen Ann Iannucci
Director
- CRD
- #7167045
(657) 720-3120
oak.fusion@atlascapital.com
in linkedin.com/in/prime-vertex
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,657,221 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,657,221 | -- |
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Separately Managed Accounts
Total SMA Asset: $82,657,221
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $5,792,812,680 | 100.0% |
| Total | $5,792,812,680 | 100.0% |