IDG Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$58,502,685
Clients
73
Advisors
2
of 2 employees
About
IDG Advisors, LLC is an independent, sole‑practitioner registered investment adviser that provides ongoing investment supervisory and portfolio management services to individuals, high‑net‑worth clients, trusts and estates. The firm also offers tax‑preparation services and assists clients in selecting and implementing outside money managers.
IDG manages client assets on a primarily non‑discretionary basis, reporting $91,991,139 in non‑discretionary assets and $0 in discretionary assets as of December 31, 2025, and contacts clients for approval before placing trades. The firm tailors allocations using client questionnaires, employs long‑ and short‑term strategies across mutual funds, ETFs, separate accounts and cash instruments, and commonly allocates to third‑party managers including Normandy Capital Management, Cambridge Investment Research Advisors and First Western Trust.
The brochure discloses subadvisory and referral arrangements that result in fee‑sharing with outside managers (including arrangements where outside managers may pay up to 40 basis points to the firm) and the use of Fidelity Institutional for custody and execution. The managing member is a certified public accountant and the firm’s materials note tax services and previously disclosed ties to an accounting firm, a set of relationships the brochure identifies and addresses as potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $2,500,000: 1.000% of assets $2,500,000 - $5,000,000: 0.900% of assets $5,000,000 - $10,000,000: 0.800% of assets $10,000,000 - $20,000,000: 0.600% of assets $20,000,000+: 0.500% of assets
Main office
6825 E. Tennessee #235
Denver CO 80224
Advisors at this office
2
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Ian G
Denver, CO
IDG Advisors, LLC
Ian Gardenswartz is the principal of IDG Advisors, LLC, an independent registered investment adviser based in Denver, CO. He has 26 years of experience with IDG Advisors and over 41 years in the financial industry, including operating Ian Gardenswartz & Assoc. PC since 1985. Gardenswartz is a certified public accountant. IDG Advisors, LLC provides investment supervisory and portfolio management services primarily on a non-discretionary basis to individuals, high-net-worth clients, trusts, and estates. The firm also offers tax-preparation services and assists clients in selecting outside money managers, employing both long- and short-term strategies across various investment vehicles.
Rem B
Series 65
Denver, CO
IDG Advisors, LLC
Rem Bashari is a Series 65-licensed financial advisor with 18 years of industry experience, currently practicing at IDG Advisors, LLC in Denver, CO. He has been associated with Ian D. Gardenswartz & Associates since 2002. In addition to his advisory work, he owns CPA Mortgage LLC, a mortgage loan origination business. IDG Advisors, LLC is an independent, sole-practitioner registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm provides ongoing investment supervisory and portfolio management services, tax-preparation support, and assistance with selecting outside money managers, managing client assets primarily on a non-discretionary basis.
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