103 Advisory Group

Overview

103 Advisory Group is an independent RIA organized as a limited liability company and owned by an individual principal. The firm is SEC-registered (registration year 2022) and positions itself as a capital allocator for individual and family clients. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers and managers. The firm bills clients using a combination of percentage-of-AUM and fixed fees. It reports that it is not an active ESG investor and does not identify as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives