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IRVING ADVISORY GROUP, LLC
CRD 160169
100 E SAN MARCOS BLVD., SUITE 400, SAN MARCOS, CA, 92069, United States
Phone
760-744-7433
Fax
760-744-9966
Registration
— (—)
Source
State registered
Total AUM
$17.1M
Discretionary AUM
$17.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
SELECTION OF OTHER ADVISERS FEES
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $7.1M |
| High net worth individuals | 1 | $4.1M |
| Pension/profit sharing plans | 2 | $6.0M |
All web addresses on file
Official SEC filing: View on IAPD