$17.1M Total AUM
$17.1M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
14 yrs Firm Age
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- Custodian
- Ascensus ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Wave vertex
- Established Date
- 03-14-2012
- Office Locations
- 1
Office Locations
100 E SAN Marcos Blvd. Suite 400 SAN Marcos CA
About Irving Advisory Group, LLC
Irving Advisory Group, LLC is an independent San Marcos, CA RIA focused on objective, education-first advice around investing, insurance, estate conservation, and preserving wealth. The practice emphasizes asset allocation and risk management, using vehicles such as ETFs and mutual funds. Notable for ongoing client education, including financial coaching seminars, and custody through Charles Schwab.
Team overview
-- AVG AGE
$17.1M AVG AUM / ADVISOR
$364.8K AVG AUM / CLIENT
14.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Momentum peak Pathway
Custodian
Foundation
Investment Themes
Vector meridian Crest peak
Investment Vehicles
North
Services
Frontier Pioneer matrix Fusion catalyst
Technology
Harbor
Owner & Executives
JUSTIN THOMAS IRVING
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4083643
- Ownership
- 75% or more
(748) 658-8790
ridge.alpha@embercapital.com
in linkedin.com/in/focus-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,144,350 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,144,350 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,144,350
Public Funds:
19.7% Cash:
15.8% Equity - Exchange:
64.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,230,971,823 | 19.7% |
| Cash | $987,276,894 | 15.8% |
| Equity - Exchange | $4,030,339,217 | 64.5% |
| Total | $6,248,587,934 | 100.0% |