Asset Advisory Group

Is this your firm? Access your profile

business

Last updated: February 18th, 2020. Data source: SEC filings.

Views: 11. Downloads: 0. info_outline


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.

Trusted

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down


Download PDF





Firm Information


Feature Value
Rank (United States) Top 10%
Advisors Directory View Directory
Avg Advisor Years Registered 17
Percentage of Advisors Trusted 75%
Minimum Investment $250,000
Average Client Balance $1,157,776
Total AUM $295.2 million
Advisor / Client Ratio 1:85
Headquarters Cincinnati, OH
SEC Filings View SEC IAPD CRD #107929
State(s) Registered FL, IN, KY, NC, OH

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



×