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Investment Advisors Group, LLC

Investment Advisors Group, LLC. CRD 315769

Investment Advisors Group, LLC logo

CRD: 315769

Investment Advisors Group, LLC

Jacksonville, IL, 62650
2176190046
www.investmentadvisorsgroup.com
$60.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
265 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
LPL Financial ยท Stifel
Clients
Retail and Institutional
Platforms
--
Established Date
09-27-2021
Office Locations
1

Office Locations

360 W. College AVE Jacksonville IL

About Investment Advisors Group, LLC

Investment Advisors Group is a planning-led RIA focused on helping individuals and families pursue retirement and investment goals through personalized goal setting, comprehensive financial planning, and ongoing communication. Services include customized portfolios, retirement plan and income planning, cash-flow analysis, education savings goals, risk/insurance planning, behavioral coaching, and rebalancing. Custody through LPL Financial and Stifel.

Team overview

-- AVG AGE
$30.2M AVG AUM / ADVISOR
$228.0K AVG AUM / CLIENT
2.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Element beacon Vector capital Alpha unison Oak

Client Personas

Beacon vital

Custodian

Delta atlas Oak legacy Foundation optima

Investment Themes

Element Focus glacier Horizon

Investment Vehicles

Delta Meridian

Services

Alpha momentum Eagle vertex Radial pathway Matrix legacy Summit Wave bridge Pathway Wave

Owner & Executives

CRAIG STEVEN ALBERS

CRAIG STEVEN ALBERS

Chief Compliance Officer, Financial Advisor, Owner

CRD
#2376253
Ownership
75% or more
(985) 773-8228
pathway.unison@elementcapital.com
in linkedin.com/in/vital-frontier

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Contacts

N

Nathan C McCombs

--

CRD
#7569735
(912) 748-3578
quantum.crest@crestcapital.com
in linkedin.com/in/optima-glacier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-13-2021
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $60,420,412 $207,784
Total $60,420,412 $207,784

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Separately Managed Accounts

Total SMA Asset: $60,420,412

$60.4M Total SMA
Public Funds:
22.1%
Cash:
17.3%
Equity - Exchange:
30.5%
U.S. Government/Agency:
30.1%
Asset class Assets Assets %
Public Funds $1,127,378,522 22.1%
Cash $882,518,029 17.3%
Equity - Exchange $1,555,884,386 30.5%
U.S. Government/Agency $1,535,479,345 30.1%
Total $5,101,260,282 100.0%

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