Fogel Investment Advisory Group

Fogel Investment Advisory Group is a New York-based multi-family office registered as an RIA, providing investment advice to high-net-worth families.

Fogel Investment Advisory Group

FOGEL INVESTMENT ADVISORY GROUP, INC. is an SEC-registered investment adviser. The firm manages $54 million in assets, with $11 million managed on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who founded Fogel Investment Advisory Group?

The firm was founded by Kenneth Fogel, the principal and lead advisor. He has been involved in investment management for nearly two decades.

How does Fogel Investment Advisory Group charge for services?

The firm charges a percentage of assets under management for its advisory services. It does not receive commissions or third-party compensation.

What types of clients does Fogel Investment Advisory Group serve?

It serves individuals and families with significant investable assets, typically above several million dollars. The firm defines its client base as high-net-worth and ultra-high-net-worth families.

Does Fogel Investment Advisory Group manage its own funds?

No. The firm does not sponsor or manage any pooled investment vehicles. It selects third-party mutual funds, ETFs, and separately managed accounts for client portfolios.

Is Fogel Investment Advisory Group related to a single-family office?

No. It is a multi-family office and independent RIA, not the family office of any single family. It advises multiple unrelated families.

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