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| Happy Holidays!! thanks for using AUM13F!! |
| AG Asset Advisory LLC
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| CRD # | 154406 |
| SEC # | 801-80760 |
| CIK # | 0001625008 |
| AUM | $409.3 M (2025-02-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 310-907-8656 |
| Address | 1901 Avenue of The Stars Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001625008 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 63.8 | ||
| Amazon Com Inc | 1.4 | ||
| Apple Inc | 0.9 | ||
| NetApp Inc | 0.4 | ||
| McGraw-hill Companies Inc | 0.4 | ||
| BlackRock Inc | 0.4 | ||
| Deere & Co | 0.3 | ||
| SPDR Gold Trust | 0.3 | ||
| Cisco Systems Inc | 0.3 | ||
| Atmos Energy Corp | 0.3 | ||
| AbbVie Inc | 0.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 4.1 |
| (b) Individuals (high net worth individuals) | 33 | 382.2 |
| (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 | 23.0 |
| (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 | 188 | 409.3 |
| By Discretionary | ||
| Discretionary | 188 | 409.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 188 | 409.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 409.3 | |
| Total | 188 | 409.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001625008] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Moseley Investment Management Inc
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FL | 0.4 |
|
CRUX Wealth Advisors
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|
CA | 0.4 |
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Markowski Brothers Holding Corporation
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0.4 | |
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Juncture Wealth Strategies LLC
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AZ | 0.4 |
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Cross Staff Investments Inc
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NY | 0.4 |
|
Gold Investment Management Ltd
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0.4 | |
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Zimmermann Investment Management & Planning LLC
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|
PA | 0.4 |
|
Brown Wealth Management LLC
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|
IL | 0.4 |
|
Parkwoods Wealth Partners LLC
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|
MO | 0.4 |
|
Carolina Qualified Retirement Plan Advisers LLC
✚
|
0.4 |