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| Happy Holidays!! thanks for using AUM13F!! |
| Asset Advisory Group Inc
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|---|---|
| CRD # | 106618 |
| SEC # | 801-46343 |
| CIK # | |
| AUM | $407.1 M (2025-06-05) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 973-492-0808 |
| Address | 170 Kinnelon Road, Suite 3 Kinnelon, NJ 07405 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 30.8 |
| (b) Individuals (high net worth individuals) | 73 | 376.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 558 | 407.1 |
| By Discretionary | ||
| Discretionary | 342 | 157.4 |
| Non-Discretionary | 216 | 249.7 |
| Total | 558 | 407.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 407.1 | |
| Total | 558 | 407.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shoker Investment Counsel Inc
✚
|
0.4 | |
|
Shilanski & Associates Inc
✚
|
AK | 0.4 |
|
SOWA Financial Group Inc
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|
RI | 0.4 |
|
Mustard Seed Financial LLC
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|
AR | 0.4 |
|
Tolsma Investments LLC
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|
0.4 | |
|
Moneywise Inc
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|
VA | 0.4 |
|
Prudent Investors Network Inc
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|
CA | 0.4 |
|
Capital Square LLC
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|
TN | 0.4 |
|
Allgen Financial Advisors Inc
✚
|
FL | 0.4 |
|
Envision Financial Planning LLC
✚
|
TN | 0.4 |