Founder & Chief Strategy Officer · IFG Advisory, LLC
Donald W. Patrick
CRD 1163392 · Named on Form ADV at one SEC-registered adviser
At a glance
IFG Advisory, LLC, an SEC-registered wealth manager based in Atlanta, GA with $4.8 billion in regulatory assets, lists Donald W. Patrick on its Form ADV as Founder & Chief Strategy Officer, a control person.
Firms and roles
- IFG Advisory, LLCFounder & Chief Strategy OfficerWealth manager · Atlanta, GA · $4.8B in regulatory assets
AtlasMembers
Donald’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John L. BridgersChief Executive Officer, IFG Advisory, LLC
- Crystal G. EpsteinChief Compliance Officer, IFG Advisory, LLC
- Laurel L. ResendezDirector of RIA Compliance, IFG Advisory, LLC
- Andrews L. BrowneChief of Advisor Development, IFG Advisory, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.