INVESTMENT ADVISORY GROUP LLC

Latest filing: May 08, 2025 (69 days ago)
View on IAPD
Adviser Website

AUM

$994,439,000
17% change vs. 1 year ago
39% change vs. 3 years ago
94% change vs. 5 years ago
231% change vs. 10 years ago

Employee Count

10
0% change vs. 1 year ago
-17% change vs. 3 years ago
-9% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

HANOVER, MA
51 MILL ST BUILDING D, HANOVER, MA, UNITED STATES, 2339

Client AUM

Discretion AUM
Discretionary $1.0
Non-Discretionary $0.0
Total $1.0
Client AUM
Retail $1.0
Pooled $0.0
Institutional $0.0
Total $1.0
Retail Accounts AUM
Individual 1,328 $0.5
Average Individual AUM $406,394
HNW 175 $0.5
Average HNW AUM $2,589,928
Retail Total 1,503 $1.0
Average Retail AUM $660,631

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
FIDELITY BROKERAGE SERVICES LLC SMITHFIELD-RI-USA $0.8

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $1.0
Retail SMA AUM $1.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 31% $0.3
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 4% $0.0
Sovereign 0% $0.0
IG Credit 2% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 51% $0.5
Other Pools 0% $0.0
Cash 12% $0.1
Other 0% $0.0
Total 100% $1.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

2 active

Name Title
MCCALL, GEORGE, ARTHUR CFP/PARTNER
RICHARDS, JAY, LIPFERT CFP/PARTNER, CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

4 active representatives found

Name City State Exams Designations
KEITH WHITT HANOVER MA S66|2011-06-01
GEORGE MCCALL HANOVER MA S63|1985-03-21|S65|1996-06-17 CERTIFIED FINANCIAL PLANNER
JAY RICHARDS HANOVER MA S63|1990-05-11 CERTIFIED FINANCIAL PLANNER
PAUL REARDON HANOVER MA S63|1991-08-16 CERTIFIED FINANCIAL PLANNER

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $1.0 $0.0 0% 10 0 0%
2025-04-21 $1.0 $0.0 0% 10 0 0%
2024-04-02 $0.8 $0.1 17% 10 0 0%
2023-04-04 $0.7 $0.3 40% 10 0 0%
2022-04-01 $0.7 $0.3 39% 12 -2 -17%
2021-04-05 $0.6 $0.4 60% 12 -2 -17%
2020-04-01 $0.5 $0.5 94% 11 -1 -9%
2019-04-01 $0.4 $0.6 135% 12 -2 -17%
2018-04-02 $0.4 $0.6 131% 6 4 67%
2017-04-01 $0.4 $0.6 170% 10 0 0%
2016-04-01 $0.3 $0.7 239% 10 0 0%
2015-04-01 $0.3 $0.7 231% 10 0 0%
2014-04-01 $0.3 $0.7 274% 10 0 0%
2013-04-01 $0.2 $0.8 358% 10 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
MA, CA-07/22/2010, CO-06/11/2024, CT-02/15/2017, FL-03/24/2005, IL-08/12/2021, MA-07/16/1998, MD-08/12/2021, ME-03/11/2019, NC-03/27/2014, NH-02/27/2006, NJ-10/07/2021, NY-07/22/2010, OH-06/11/2024, PA-09/25/2020, RI-03/11/2019, SC-01/02/2020, TN-06/11/2024, TX-09/19/2011, VA-08/12/2021, VT-05/08/2025
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV