|
⚲
|
| Asset Advisory Group Inc
✚
| |
|---|---|
| CRD # | 106618 |
| SEC # | 801-46343 |
| CIK # | |
| AUM | $374.1 MM (2024-07-24) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 973-492-0808 |
| Address | 170 Kinnelon Road, Suite 3 Kinnelon, NJ 07405 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 29.6 |
| (b) Individuals (high net worth individuals) | 69 | 344.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 548 | 374.1 |
| By Discretionary | ||
| Discretionary | 249 | 95.5 |
| Non-Discretionary | 299 | 278.6 |
| Total | 548 | 374.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 374.1 | |
| Total | 548 | 374.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The GenWealth Group Inc
✚
|
NJ | 0.4 |
|
Shilanski & Associates Inc
✚
|
AK | 0.4 |
|
Tolsma Investments LLC
✚
|
WA | 0.4 |
|
Shoker Investment Counsel Inc
✚
|
OH | 0.4 |
|
Beck Capital Management LLC
✚
|
TX | 0.4 |
|
Mustard Seed Financial LLC
✚
|
AR | 0.4 |
|
NCM Capital Management LLC
✚
|
NJ | 0.4 |
|
Moneywise Inc
✚
|
VA | 0.4 |
|
SGH Wealth Management
✚
|
MI | 0.4 |
|
Allgen Financial Advisors Inc
✚
|
FL | 0.4 |