CRD: 105824
Informed Investors Group
Seattle, WA
2065246511
$69.2M Total AUM
$69.2M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-29-2012
- Office Locations
- 1
Office Locations
-- Seattle WA
About Informed Investors Group
Informed Investors Group is a Seattle-based RIA. The firm has been operating for 14 years. Managing $69.2M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$69.2M AVG AUM / ADVISOR
$5.8M AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Ember peak
Client Personas
Capital timber
Investment Themes
Vertex north
Investment Vehicles
Legacy pathway
Owner & Executives
S
STEVEN MARK KOENIG
Chief Compliance Officer, Owner
- CRD
- #1210649
- Ownership
- 75% or more
(449) 403-1009
summit.ember@fusioncapital.com
in linkedin.com/in/fusion-peak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,221,652 | $1,229,566 |
| Non-Discretionary | $0 | -- |
| Total | $69,221,652 | $1,229,566 |
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Separately Managed Accounts
Total SMA Asset: $69,221,652
Equity - Exchange:
32.6% Corporate - Investment Grade:
23.0% Municipal Bonds:
12.4% Cash:
32.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,211,469,758 | 32.6% |
| Corporate - Investment Grade | $1,560,239,400 | 23.0% |
| Municipal Bonds | $841,172,546 | 12.4% |
| Cash | $2,170,767,860 | 32.0% |
| Total | $6,783,649,564 | 100.0% |