Asset Advisory Group Inc.
Asset Advisory Group Inc. (CRD# 106618) is a financial advisory firm headquartered in Kinnelon, NJ. They manage $264,097,253 in 436 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management264MILLION
Total Number of Accounts436ACCOUNTS
Average Account Value$605,728
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, NJ, NY, PA
Paul Zoch (CRD# 727907) is an Investment Advisor Representative working at Asset Advisory Group Inc. in Kinnelon, NJ and has over 31 years of experience in the finance industry. Paul Zoch 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.
Amanda McGrath (CRD# 5198869) is an Investment Advisor Representative working at Asset Advisory Group Inc. in Kinnelon, NJ and has over 11 years of experience in the finance industry.