Asset Advisory Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 141612
- Website
- www.assetadvisorygroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals55.71%
- HNWI41.14%
- Pension & Profit Sharing Plans3.14%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Asset Advisory Group, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm acts as a capital allocator and focuses on portfolio management for individuals and small businesses, and it also selects outside managers on behalf of clients. Compensation is primarily via a percentage of assets under management, with hourly charges used as an additional billing option. The firm does not self-identify as an active ESG investor and does not operate as a multi-state or pension consultant adviser.
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
- Exchange Traded Equities83%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
- US Government Bonds4%
- Cash & Cash Equivalents3%
Contacts
1 of 1Belinda Sheffield
PrincipalCRD 1030646
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Bell Strategic Investments, Inc.
RIAArena Consulting, LLC
RIAU.S Advisors, Inc.
RIAArlington, VA
Goalbridge Wealth Management, LLC
RIAAppleton, WI
Icebridge Financial Group
RIABoca Raton, FL