ILG Private Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$46,497,753
Total clients
141
17% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
141
Average account size
$329,771
Client services
Fee options
Pension consulting plans: $2,500 to $25,000; Financial plans: $2,500 to $25,000
Maximum annual fee of 2.75% on all assets under management
Pension consulting services: $300 to $500 per hour; Financial planning services: $150 to $500 per hour, or as otherwise negotiated
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
ILG Private Wealth, Inc.
157 Waterdam Road, Suite 270
Mcmurray PA 15317, United States
Number of offices
2
Forms ADV
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