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FACTOR INVESTING GROUP

WESTBOROUGH, MA · CRD 315131 · IAPD ↗ · (508) 366-6040

$348.8MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — FACTOR INVESTING GROUP reported RAUM up 36% ($228.0M -> $309.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — FACTOR INVESTING GROUP grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — FACTOR INVESTING GROUP added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
March 2024 — FACTOR INVESTING GROUP notice-filed in MI.
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.