AdvisorOS Directory
Claim Profile
JR

Jay Lipfert Richards

INVESTMENT ADVISORY GROUP, LLC·HANOVER, Massachusetts
Unclaimed Profile
51 MILL ST BUILDING D, HANOVER, MA 02339CRD# 1689554Firm CRD# 109445
01

About

Jay Lipfert Richards is a registered financial advisor based in HANOVER, Massachusetts, affiliated with INVESTMENT ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INVESTMENT ADVISORY GROUP, LLC
INVESTMENT ADVISORY GROUP LLC
AUM
$848M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at INVESTMENT ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1689554
Firm CRD# 109445
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HANOVER?

Browse all registered financial advisors in HANOVER, Massachusetts or claim this profile if it's yours.

Browse HANOVER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jay Lipfert Richards offer?
Jay Lipfert Richards specializes in Financial Planning, Investment Management. Contact their office in HANOVER, Massachusetts for a consultation.
What are Jay Lipfert Richards's credentials?
Jay Lipfert Richards is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Lipfert Richards located?
Jay Lipfert Richards is based in HANOVER, Massachusetts, working with INVESTMENT ADVISORY GROUP, LLC. Their office serves clients in the HANOVER metropolitan area and surrounding communities.
How does Jay Lipfert Richards charge for services?
Jay Lipfert Richards's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT ADVISORY GROUP, LLC?
INVESTMENT ADVISORY GROUP, LLC has approximately 10 employees and manages $848M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HANOVER
Luca Pirondini — BRIGHT ROCK CAPITAL MANAGEMENT LLCDouglas Steven Butler — BRIGHT ROCK CAPITAL MANAGEMENT LLCDavid Byron Smith — BRIGHT ROCK CAPITAL MANAGEMENT LLCGarth Andrew O'leary — BRIGHT ROCK CAPITAL MANAGEMENT LLCGeorge Arthur Mccall — INVESTMENT ADVISORY GROUP, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile