Informed Investors Group is a large advisory firm based in Seattle. It manages $53.2 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2001.
Informed Investors Group provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Informed Investors Group is $53.2 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Informed Investors Group for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Informed Investors Group performs its advisory services is located at 1201 3 Rd Ave, Seattle, WA 98101 The mailing address of the firm is 4701 37 Th Ne, Seattle, WA 98105. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-689-5670 or by fax 206-689-5671. The normal business hours are 7am - 4pm on Monday - Friday.