Idg Advisors, Llc
- Regulatory AUM
- $92.0M
- Discretionary
- $0
- Clients
- 95
- Avg AUM / client
- $968K
- Accounts
- 95
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 31 | $10.1M | 11.0% |
| High net worth individuals | 42 | $48.4M | 52.6% |
| Pension and profit sharing plans | 4 | $7.2M | 7.78% |
| Charitable organizations | Fewer than 5 clients | — | — |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | 18 | $26.3M | 28.6% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ian David Gardenswartz | Member/Manager | Oct 1999 (27y) | 10% – 25% | |
| Jurgensen, Ladonna, Marie | Member | Oct 1999 (27y) | 10% – 25% | |
| Kite, Randy, Lee | Member | Oct 1999 (27y) | 10% – 25% | |
| Merg, Richard, Lee | Member | Oct 1999 (27y) | 10% – 25% | |
| Rem Bashari | Chief Compliance Officer/Coo | Dec 2007 (19y) | Less than 5% |
Undisclosed: 0% – 60% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/28/2026 | 991 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • SOLICITOR'S FEES
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Distributors Company Llc $92.0M (100% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 28, 2026.
View current Form ADV (SEC/IAPD) ↗