|
⚲
|
| Keyboard |
| AG Asset Advisory LLC
✚
|
|
|---|---|
| CRD # | 154406 |
| SEC # | 801-80760 |
| CIK # | 0001625008 |
| AUM | 440.5 M (2026-03-05) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 310-907-8656 |
| Address | 1901 Avenue of The Stars Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001625008 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 49.3 | ||
| Kayne Anderson BDC Inc | 2.8 | ||
| PIMCO Corporate & Income Strategy Fund | 2.0 | ||
| PIMCO Corporate & Income Opportunity Fund | 1.8 | ||
| Kayne Anderson Energy Infrastructure Fund Inc | 1.6 | ||
| Amazon Com Inc | 1.3 | ||
| Apple Inc | 1.1 | ||
| NetApp Inc | 0.4 | ||
| Deere & Co | 0.4 | ||
| BlackRock Inc | 0.3 | ||
| Atmos Energy Corp | 0.3 | ||
| SPDR Gold Trust | 0.3 | ||
| Cisco Systems Inc | 0.3 | ||
| McGraw-Hill Companies Inc | 0.3 | ||
| AbbVie Inc | 0.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 4.8 |
| (b) Individuals (high net worth individuals) | 33 | 410.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 25.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 196 | 440.5 |
| By Discretionary | ||
| Discretionary | 196 | 440.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 196 | 440.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 440.5 | |
| Total | 196 | 440.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001625008] | |
| SC 13G | [0001625008] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| AG Asset Advisory LLC | Simplify Exchange Traded Funds | [2026-05-11] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bishop & Company Investment Management LLC
✚
|
PA | 440.8 M |
|
Sage Private Wealth Group LLC
✚
|
IL | 440.8 M |
|
Tower Wealth Partners Inc
✚
|
PA | 440.4 M |
|
Investment Management Consultants
✚
|
NV | 440.3 M |
|
Burford Brothers Inc
✚
|
TX | 440.2 M |
|
Vantus Wealth LLC
✚
|
PA | 439.8 M |
|
The Moorings Group LLC
✚
|
439.6 M | |
|
Biltmore Wealth Management LLC
✚
|
AZ | 439.6 M |
|
Branson Fowlkes & Co Inc
✚
|
TX | 439.4 M |
|
Osterweis Capital Management Inc
✚
|
CA | 439.4 M |