Ifg Advisory, LLC
● SEC registered since 2014CRD 168012SEC# 801-80184Atlanta, GA
Reg. AUM
$4.76B
Employees
187
Accounts
14,619
Location
Atlanta, GA
Ifg Advisory, LLC assets under management
Ifg Advisory, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2014. It reports $4.8 billion in regulatory assets under management and employs 187 people.
Ifg Advisory, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrews Lord Browne Control | Chief Of Advisor Development | Under 5% | 2025 |
| Crystal Grimail Epstein Control | Chief Compliance Officer | Under 5% | 2021 |
| Donald Warren Patrick Control | Founder & Chief Strategy Officer | Under 5% | 2020 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ifg Advisory, LLC manage?
Ifg Advisory, LLC reports $4.8 billion in regulatory assets under management on its Form ADV.
How many employees does Ifg Advisory, LLC have?
Ifg Advisory, LLC reports 187 employees.
Where is Ifg Advisory, LLC located?
Ifg Advisory, LLC is based in Atlanta, GA and has been SEC-registered since 2014.
Does Ifg Advisory, LLC disclose fund performance?
Ifg Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 Ashford Center North, Suite 400, Atlanta, GA 30338 |
| Phone | 770-353-6400 |
| Fax | 770-353-6338 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1728319 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.76B▲ 46%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$4.76Bregulatory AUM
Discretionary $4.49BNon-discretionary $273.6M