IT
Igor Tiguy
TWELVE POINTS WEALTH MANAGEMENT
Billerica, MA
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CRD#: 7945553
IT
Professional summary
Igor Tiguy, who also goes by Igor Tyagay, is a registered financial advisor currently at TWELVE POINTS WEALTH MANAGEMENT located in Billerica, Massachusetts.
Igor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Igor has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Igor Tyagay
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name of other business: Director of Alternatives, LLC; Is business Investment related: Yes; Address of other business: Billerica, MA; Nature of other business: Alternative Investment Consulting for RIA's; Your position: Founder; Start date of relationship: 05/2022; Approx. # of hours /month devote to other business: 250; Number of hours devoted to other business during securities trading hours: 130; Briefly describe duties: Investment Research & Consulting.
CRS (Client Relationship Summary) - RIA
Click below to view Igor Tiguy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 6, 2024 - Present
TWELVE POINTS WEALTH MANAGEMENT
RIA
CRD#: 171107
Billerica, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TP
TWELVE POINTS WEALTH MANAGEMENT
TWELVE POINTS RETIREMENT ADVISORS | TWELVE POINTS WEALTH MANAGEMENT LLC | TWELVE POINTS WEALTH MANAGEMENT
CRD#: 171107 / SEC#: 801-108967
RIA
Registered Investment Advisory firm - (1/23/2017 Approved)Massachusetts
Registered Investment Advisory firm - (1/26/2017 Terminated)New Hampshire
Registered Investment Advisory firm - (2/21/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(8/6/2024)
Exams
Current Firm
TP
TWELVE POINTS WEALTH MANAGEMENT
TWELVE POINTS RETIREMENT ADVISORS | TWELVE POINTS WEALTH MANAGEMENT LLC | TWELVE POINTS WEALTH MANAGEMENT
CRD#: 171107 / SEC#: 801-108967
RIA
Registered Investment Advisory firm - (1/23/2017 Approved)Massachusetts
Registered Investment Advisory firm - (1/26/2017 Terminated)New Hampshire
Registered Investment Advisory firm - (2/21/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9 Pond Lane Suite 3a, Concord, MA 01742
Mailing Address
Phone number
(978) 318-9500
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,586 |
| AUM (Assets Under Management) | $ 1,701,535,494 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/25/2025 | ||
| 09/25/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
