Vectorglobal Iag, Inc
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Learn more about Vectorglobal Iag, Inc
Overview
Vectorglobal Iag, Inc is a financial advisor company headquartered in Miami, Florida. The firm oversees $1.1 billion in assets across 1,523 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management (AUM). The firm has a small group, including 15 financial advisors. Vectorglobal Iag, Inc does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like equities, bonds and options.
Vectorglobal Iag, Inc oversees more than half of its client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor makes transaction decisions for the client's account without needing client permission. The firm also administers 235 non-discretionary accounts with a total of $159.1 million in AUM. The company's typical account size is $699,762. The average financial advisor at Vectorglobal Iag, Inc oversees around 102 client accounts.
The company's central office is at 1001 Brickell Bay Drive, Miami, Florida 33131. It is legally registered to serve customers throughout a few states, including California, Florida, Illinois and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Vectorglobal Iag, Inc by the Numbers
$1.1 billion
15
1,523
$699.8 thousand
Fee Structure
Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types charged by the firm can be comprised of the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
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 company works with a broad range of investors. The firm works with retail investors, high net worth investors, charitable organizations, corporations and other. Out of its 1,523 customers, Vectorglobal Iag, Inc's largest client group by number of accounts is high net worth investors, although it also serves 559 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). About 98% of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 40.98%
- Other Individuals - 40.18%
- Corporations - 18.77%
- Charitable Organizations - 0.07%
* 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
Vectorglobal Iag, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Vectorglobal Iag, Inc
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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