Asset Advisory Group, Inc.

Asset Advisory Group, Inc. (CRD# 141612) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $22,000,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $183,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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

Financial Advisors at Asset Advisory Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Belinda J. Sheffield
CRD#: 1030646
287 Driftwood Road Se, Saint Petersburg, FL 33705
93
Wealthminder
score

Belinda Sheffield (CRD# 1030646) is an Investment Advisor Representative working at Asset Advisory Group, Inc. in Saint Petersburg, FL and has over 33 years of experience in the finance industry.

2
Eugene P. Walker
CRD#: 721520
287 Driftwood Road Se, Saint Petersburg, FL 33705
93
Wealthminder
score

Eugene Walker (CRD# 721520) is an Investment Advisor Representative working at Asset Advisory Group, Inc. in Saint Petersburg, FL and has over 29 years of experience in the finance industry.

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