Igp Industries, LLC
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Overview
Igp Industries, LLC operates as a financial advisory firm based in San Francisco, California. Igp Industries, LLC controls $2.0 billion in assets under management over seven accounts, placing it among the biggest firms in the United States by assets under management (AUM). The firm has a small team, including 24 financial advisors. Igp Industries, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments such as bonds, equities and options.
Igp Industries, LLC administers all of its client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction judgments for the client's account without needing to seek client authorization. The investment advisory firm's average account size is $278.6 million. An average advisor at Igp Industries, LLC administers fewer than one client account, placing it among the most individualized financial advisor firms in the country.
Igp Industries, LLC's headquarters is located at 101 Mission St., San Francisco, California 94105. The company is registered to provide services to investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Igp Industries, LLC by the Numbers
$2.0 billion
32
7
$278.6 million
Fee Structure
Fees for financial management typically depend on the financial services provided. Fees billed by the firm may include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its seven clients, Igp Industries, LLC's biggest client type is pooled investment vehicles. About 14% of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Igp Industries, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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