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Income Growth Advisors, LLC

Income Growth Advisors, LLC. CRD 156340

Income Growth Advisors, LLC logo

CRD: 156340

Income Growth Advisors, LLC

$4.4M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers · Merrill Lynch
Clients
Retail
Platforms
Available
Established Date
03-17-2011
Office Locations
1

Office Locations

225 Seven Farms Drive Suite 205a Charleston SC

About Income Growth Advisors, LLC

Income Growth Advisors, LLC is an RIA offering portfolio management and financial planning, including managing held-away retirement accounts via Pontera and brokerage accounts through Interactive Brokers. The firm emphasizes inflation/commodity themes—precious metals, energy, and MLPs—and runs BATAIS, a hybrid hedge fund/SMA for qualified investors focused on gold miners, gold ETFs, and option strategies, with a planned transition to tax-advantaged income assets.

Team overview

63 AVG AGE
$4.4M AVG AUM / ADVISOR
$138.8K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age

Insights

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Accredited Investors

Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Fund Managers

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

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Services

Available

Technology

Available

Owner & Executives

TYSON THOMAS HALSEY

TYSON THOMAS HALSEY

Chief Compliance Officer, Managing Member

CRD
#1409186
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $3,008,883 --
Non-Discretionary $1,431,794 --
Total $4,440,677 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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