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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-08-2021
- Office Locations
- 3
Office Locations
About Investment Advisor Group
Investment Advisor Group is an independent, fee-only, fiduciary SEC-registered RIA based in upstate New York providing advisor solutions for financial advisors transitioning to (or operating within) the RIA model. The firm supports compliance, technology, marketing, practice management and billing, plus multi-custodian access and model portfolios. Built for wirehouse, IBD and existing RIA advisors seeking autonomy without broker-dealer affiliation.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHRISTOPHER LEE PRICE
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4468600
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
PAUL F. KOHN
Financial Advisor, General Partner
- CRD
- #5761826
EUGENE WILLIAM NOVITSKI
--
- CRD
- #1679236
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,605,680 | $331,711 |
| Non-Discretionary | $350,400 | $350,400 |
| Total | $80,956,080 | $331,787 |
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Separately Managed Accounts
Total SMA Asset: $80,956,080
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,410,567,080 | 31.7% |
| Public Funds | $1,832,639,326 | 24.1% |
| Cash | $1,536,071,136 | 20.2% |
| Corporate - Investment Grade | $806,057,131 | 10.6% |
| Other | $1,018,977,883 | 13.4% |
| Total | $7,604,312,556 | 100.0% |