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IGW ADVISORY INVESTMENT MANAGEMENT LLC
CRD 333479 · SEC 801-134949
TX, United States
Phone
646-717-4509
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$145.1M
Discretionary AUM
$145.1M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 32 | $145.1M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD