Asset Advisory Group, Inc.
Asset Advisory Group, Inc. (CRD# 106618) is a financial advisory firm headquartered in Kinnelon, NJ. They manage $374,087,849 in 548 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management374MILLION
-
Total Number of Accounts548ACCOUNTS
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Average Account Value$682,642
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, NJ, NY, PA
Financial Advisors at Asset Advisory Group, Inc.
1
Amanda McGrath (CRD# 5198869) is an Investment Advisor Representative working at Asset Advisory Group, Inc. in Kinnelon, NJ and has over 17 years of experience in the finance industry.
2
Paul Zoch (CRD# 727907) is an Investment Advisor Representative working at Asset Advisory Group, Inc. in Kinnelon, NJ and has over 37 years of experience in the finance industry.
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