Overview
Assets Under Management: $409 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 33
Average Client Assets: $12 million
Frequently Asked Questions
AG ASSET ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154406), AG ASSET ADVISORY, LLC is subject to fiduciary duty under federal law.
AG ASSET ADVISORY, LLC is headquartered in LOS ANGELES, CA.
AG ASSET ADVISORY, LLC serves 33 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, AG ASSET ADVISORY, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
AG ASSET ADVISORY, LLC manages $409 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, AG ASSET ADVISORY, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.37
Average High-Net-Worth Client Assets: $12 million
Total Client Accounts: 188
Discretionary Accounts: 188
Regulatory Filings
CRD Number: 154406
Last Filing Date: 2025-02-27 00:00:00
Website: https://agassetadvisory.com