Investment Advisory Group LLC

Who works here

• GM
  George Arthur McCall
• JR
  Jay Lipfert Richards
• KW
  Keith Wendell Whitt
• PR
  Paul William Reardon
• TC
  Theodore D Ciolkosz

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Investment Advisory Group LLC

Legal name: Investment Advisory Group, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

109445