|
⚲
|
| Keyboard |
| Asset Advisory Group Inc
✚
|
|
|---|---|
| CRD # | 106618 |
| SEC # | 801-46343 |
| CIK # | 0002110402 |
| AUM | 479.5 M (2026-02-27) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 973-492-0808 |
| Address | 170 Kinnelon Road, Suite 3 Kinnelon, NJ 07405 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002110402 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.6 | ||
| KeyCorp /New/ | 11.0 | ||
| Tesla Motors Inc | 4.5 | ||
| Amazon Com Inc | 4.1 | ||
| Alphabet Inc | 3.7 | ||
| Microsoft Corp | 3.6 | ||
| Alphabet Inc | 3.3 | ||
| J P Morgan Chase & Co | 2.7 | ||
| Nvidia Corp | 2.3 | ||
| Caterpillar Inc | 2.2 | ||
| Facebook Inc | 2.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 28.8 |
| (b) Individuals (high net worth individuals) | 86 | 450.8 |
| (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 | 633 | 479.5 |
| By Discretionary | ||
| Discretionary | 621 | 452.7 |
| Non-Discretionary | 12 | 26.8 |
| Total | 633 | 479.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 479.5 | |
| Total | 633 | 479.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110402] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Shoker Investment Counsel Inc
✚
|
510.8 M | |
|
Financial & Tax Architects LLC
✚
|
MO | 506.2 M |
|
McCay Wealth Advisory LLC
✚
|
TN | 495.4 M |
|
Allgen Financial Advisors Inc
✚
|
FL | 475.2 M |
|
Widmann Financial Services Inc
✚
|
MD | 466.8 M |
|
Envision Financial Planning LLC
✚
|
TN | 462.5 M |
|
Capital Square LLC
✚
|
TN | 449.9 M |
|
Mustard Seed Financial LLC
✚
|
AR | 449.4 M |
|
Moneywise Inc
✚
|
VA | 449.2 M |
|
Nomad Fintech Inc
✚
|
FL | 448.6 M |