IRVING ADVISORY GROUP, LLC

IRVING ADVISORY GROUP, LLC of SAN MARCOS, CA is an SEC-registered investment adviser (CRD 160169). Regulatory assets under management: $17.1M.

Registration

• CRD: 160169
• Type: Registered investment adviser
• Location: 100 E SAN MARCOS BLVD., SAN MARCOS, CA, 92069
• Phone: 760-744-7433
• Latest filing: 2026-03-27
• Regulatory AUM: $17.1M
• Discretionary AUM: $17.1M
• Clients: 1
• Accounts: 47

Business model

Compensation: Other.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
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• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 160169 on SEC IAPD (source of record)
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