INVESTMENT ADVISORY GROUP, LLC
Legal name: INVESTMENT ADVISORY GROUP LLC
CRD #109445 SEC #801-56937 SARASOTA, FL 781-826-1235
SEC Registered
Total AUM
$994.4M
Discretionary
$994.4M
Employees
10
Clients
0
Accounts
3,425
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $994.4M | $994.4M | $0 | 10 | 0 |
| May 2025 | $994.4M | $994.4M | $0 | 10 | 0 |
| Jan 2025 | $994.4M | $994.4M | $0 | 10 | 0 |
| Jun 2024 | $848.2M | $848.2M | $0 | 10 | 0 |
| Mar 2024 | $848.2M | $848.2M | $0 | 10 | 0 |
| Jan 2024 | $848.2M | $848.2M | $0 | 10 | 0 |
| Jan 2023 | $709.6M | $709.6M | $0 | 10 | 0 |
| Feb 2022 | $716.4M | $716.4M | $0 | 12 | 0 |
| Sep 2021 | $619.9M | $619.9M | $0 | 12 | 0 |
| Aug 2021 | $619.9M | $619.9M | $0 | 12 | 0 |
| Mar 2021 | $619.9M | $619.9M | $0 | 12 | 0 |
| Sep 2020 | $512.8M | $512.8M | $0 | 11 | 0 |
| Jun 2020 | $512.8M | $512.8M | $0 | 11 | 0 |
| Mar 2020 | $512.8M | $512.8M | $0 | 11 | 0 |
| Jan 2020 | $423.8M | $423.8M | $0 | 12 | 0 |
| Aug 2019 | $423.8M | $423.8M | $0 | 12 | 0 |
| Mar 2019 | $423.8M | $423.8M | $0 | 12 | 0 |
| Sep 2018 | $430M | $430M | $0 | 6 | 0 |
| Mar 2018 | $430M | $430M | $0 | 6 | 0 |
| Mar 2018 | $430M | $430M | $0 | 6 | 0 |
| Mar 2017 | $368.4M | $368.4M | $0 | 10 | 900 |
| Feb 2017 | $292.9M | $292.9M | $0 | 10 | 900 |
| Nov 2016 | $292.9M | $292.9M | $0 | 10 | 900 |
| Mar 2016 | $292.9M | $292.9M | $0 | 10 | 900 |
| Mar 2015 | $300M | $300M | $0 | 10 | 600 |
| Mar 2014 | $265.6M | $265.6M | $0 | 10 | 500 |
| Mar 2014 | $265.6M | $265.6M | $0 | 10 | 500 |
| Jan 2014 | $217.3M | $217.3M | $0 | 10 | 500 |
| Aug 2013 | $217.3M | $217.3M | $0 | 10 | 500 |
| Mar 2013 | $217.3M | $217.3M | $0 | 10 | 500 |
| Mar 2012 | $199M | $199M | $0 | 1 | 500 |
| Mar 2011 | $163.3M | $163.3M | $0 | 5 | -- |
| Jul 2010 | $159.2M | $159.2M | $0 | 5 | -- |
| Mar 2008 | $156.8M | $156.8M | $0 | 5 | -- |
| Nov 2007 | $143M | $143M | $0 | 5 | -- |
| Aug 2007 | $140M | $140M | $0 | 5 | -- |
| Mar 2007 | $140M | $140M | $0 | 5 | -- |
| Feb 2006 | $111M | $111M | $0 | 5 | -- |
| Sep 2005 | $86M | $86M | $0 | 5 | -- |
DateJun 2025
Total AUM$994.4M
Discretionary$994.4M
Non-Disc.$0
Employees10
Clients0
DateMay 2025
Total AUM$994.4M
Discretionary$994.4M
Non-Disc.$0
Employees10
Clients0
DateJan 2025
Total AUM$994.4M
Discretionary$994.4M
Non-Disc.$0
Employees10
Clients0
DateJun 2024
Total AUM$848.2M
Discretionary$848.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$848.2M
Discretionary$848.2M
Non-Disc.$0
Employees10
Clients0
DateJan 2024
Total AUM$848.2M
Discretionary$848.2M
Non-Disc.$0
Employees10
Clients0
DateJan 2023
Total AUM$709.6M
Discretionary$709.6M
Non-Disc.$0
Employees10
Clients0
DateFeb 2022
Total AUM$716.4M
Discretionary$716.4M
Non-Disc.$0
Employees12
Clients0
DateSep 2021
Total AUM$619.9M
Discretionary$619.9M
Non-Disc.$0
Employees12
Clients0
DateAug 2021
Total AUM$619.9M
Discretionary$619.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$619.9M
Discretionary$619.9M
Non-Disc.$0
Employees12
Clients0
DateSep 2020
Total AUM$512.8M
Discretionary$512.8M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$512.8M
Discretionary$512.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$512.8M
Discretionary$512.8M
Non-Disc.$0
Employees11
Clients0
DateJan 2020
Total AUM$423.8M
Discretionary$423.8M
Non-Disc.$0
Employees12
Clients0
DateAug 2019
Total AUM$423.8M
Discretionary$423.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$423.8M
Discretionary$423.8M
Non-Disc.$0
Employees12
Clients0
DateSep 2018
Total AUM$430M
Discretionary$430M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$430M
Discretionary$430M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$430M
Discretionary$430M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$368.4M
Discretionary$368.4M
Non-Disc.$0
Employees10
Clients900
DateFeb 2017
Total AUM$292.9M
Discretionary$292.9M
Non-Disc.$0
Employees10
Clients900
DateNov 2016
Total AUM$292.9M
Discretionary$292.9M
Non-Disc.$0
Employees10
Clients900
DateMar 2016
Total AUM$292.9M
Discretionary$292.9M
Non-Disc.$0
Employees10
Clients900
DateMar 2015
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees10
Clients600
DateMar 2014
Total AUM$265.6M
Discretionary$265.6M
Non-Disc.$0
Employees10
Clients500
DateMar 2014
Total AUM$265.6M
Discretionary$265.6M
Non-Disc.$0
Employees10
Clients500
DateJan 2014
Total AUM$217.3M
Discretionary$217.3M
Non-Disc.$0
Employees10
Clients500
DateAug 2013
Total AUM$217.3M
Discretionary$217.3M
Non-Disc.$0
Employees10
Clients500
DateMar 2013
Total AUM$217.3M
Discretionary$217.3M
Non-Disc.$0
Employees10
Clients500
DateMar 2012
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees1
Clients500
DateMar 2011
Total AUM$163.3M
Discretionary$163.3M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$159.2M
Discretionary$159.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$156.8M
Discretionary$156.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$86M
Discretionary$86M
Non-Disc.$0
Employees5
Clients--