A.G. Advisory Firm, LLC

Overview

A.G. Advisory Firm, LLC is an individual‑owned limited liability company that operates as a small capital allocator and registered advisory business. The firm provides portfolio management for individuals and small businesses, selects third‑party advisers on behalf of clients, and produces periodicals or newsletters as part of its advisory activities. Its fee model combines a percentage of assets under management with subscription fees. Filings indicate the adviser does not position itself as an active ESG investor and is not registered as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives