Asset Advisory Group

Trust Score 96%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Asset Advisory Group, federally registered in 1997, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 3 advisors. Asset Advisory Group manages $295.2 million and provides investment advisory services for 255 clients (1:85 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $250,000
Average Client Balance $1,157,776
Hybrid Advisor No
Disciplinary History No
Total AUM $295.2 million
Advisor / Client Ratio 1:85
Headquarters Cincinnati, OH
SEC Filings Forms and Brochures    (CRD # 107929)
State(s) Registered FL, IN, KY, NC, OH

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