# Fogel Investment Advisory Group

Fogel Investment Advisory Group is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 143770
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143770

## About

FOGEL INVESTMENT ADVISORY GROUP, INC. is a state-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.

## Questions

### 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.

### 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.

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Last updated: 2026-07-06T01:24:16.788Z

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