← Tributary

INVESTMENT ADVISOR GROUP

· CRD 312448 · IAPD ↗ · investmentadvisorgroup.com · 607-930-4338

$81.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
8States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2025 — INVESTMENT ADVISOR GROUP notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.