Asset Advisory Group, Inc.
Firm details
- Headquarters
- Kinnelon, New Jersey
- CRD number
- 106618
- Registered since
- April 26, 1994
- Website
- www.assetadvisorygroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94%
- Individuals6%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Asset Advisory Group, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm is SEC-registered (since 1994) and offers financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. Asset Advisory Group, Inc. is not identified as an active ESG investor and is organized as a corporation under individual ownership. The firm was recognized by FA Magazine as a Top RIA Firm in 2020, a visible industry mention among the factual items the firm reports.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities24%
- US Government Bonds13%
- Cash & Cash Equivalents8%
- State & Local Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$135M in ETFs
73%
$99.4M
20%
$36M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $11.8M | 153,175 | 8.73% |
Location
Kinnelon, NJ
Morris
Location
Kinnelon, NJ
Headquartered in Kinnelon, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 170 Kinnelon Rd
- Time zone
- ET (UTC-5)
- Office locations
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