Asset Advisory Group Inc.

Asset Advisory Group Inc. (CRD# 107929) is a financial advisory firm headquartered in Cincinnati, OH. They manage $338,314,472 in 891 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    338
    MILLION
  • Total Number of Accounts
    891
    ACCOUNTS
  • Average Account Value
    $379,702
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, KY, NC, OH, TX

Financial Advisors at Asset Advisory Group Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Gregory H. Jones
CRD#: 2406079
9200 Montgomery Road, Cincinnati, OH 45242

Gregory Jones (CRD# 2406079) is an Investment Advisor Representative working at Asset Advisory Group Inc. in Cincinnati, OH and has over 26 years of experience in the finance industry.

2
Jeannette A. Jones
CRD#: 1904708
9200 Montgomery Road, Cincinnati, OH 45242

Jeannette Jones (CRD# 1904708) is an Investment Advisor Representative working at Asset Advisory Group Inc. in Cincinnati, OH and has over 29 years of experience in the finance industry. Jeannette Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Sarah M. Tenhundfeld
CRD#: 6640399
9200 Montgomery Road, Cincinnati, OH 45242

Sarah Tenhundfeld (CRD# 6640399) is an Investment Advisor Representative working at Asset Advisory Group Inc. in Cincinnati, OH and has over 4 years of experience in the finance industry. Sarah Tenhundfeld has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
David E. Workman Ii
CRD#: 5579070
9200 Montgomery Road, Cincinnati, OH 45242

David Workman Ii (CRD# 5579070) is an Investment Advisor Representative working at Asset Advisory Group Inc. in Cincinnati, OH and has 1 year of experience in the finance industry. David Workman Ii has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Michael E. Raidt
CRD#: 6134424
9200 Montgomery Road, Cincinnati, OH 45242

Michael Raidt (CRD# 6134424) is an Investment Advisor Representative working at Asset Advisory Group Inc. in Cincinnati, OH and has 1 year of experience in the finance industry. Michael Raidt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.