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FOGEL INVESTMENT ADVISORY GROUP, INC.

CRD 143770

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$53.9M

Discretionary AUM

$11.5M

Team

2 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-17

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals70$19.7M
High net worth individuals10$20.7M
Pension/profit sharing plans3$7.6M
Corporations/business entities9$5.7M

Official SEC filing: View on IAPD