Overview
Assets Under Management: $274 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 89
Average Client Assets: $3 million
Frequently Asked Questions
FAMILY WEALTH ADVISORY GROUP, 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 #130595), FAMILY WEALTH ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
FAMILY WEALTH ADVISORY GROUP, LLC is headquartered in CINCINNATI, OH.
FAMILY WEALTH ADVISORY GROUP, LLC serves 89 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, FAMILY WEALTH ADVISORY GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FAMILY WEALTH ADVISORY GROUP, LLC manages $274 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, FAMILY WEALTH ADVISORY GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.48
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 732
Discretionary Accounts: 554
Non-Discretionary Accounts: 178
Regulatory Filings
CRD Number: 130595
Last Filing Date: 2024-03-28 00:00:00
Website: https://fwag.com