The Advisory Group

The Advisory Group (CRD# 109175) is a financial advisory firm headquartered in Diamond Bar, CA. They manage $171,597,763 in 724 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    172
    MILLION
  • Total Number of Accounts
    724
    ACCOUNTS
  • Average Account Value
    $237,013
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

AZ, CA, FL, HI, ID, MD, NH, NV, NY, OH, OR, PA, TX, VA, WA

Financial Advisors at The Advisory Group
Showing 1 - 1 of 1 top financial advisors.
1
Steven D. Birckett
CRD#: 4572846
20955 Pathfinder Road, Suite 110, Diamond Bar, CA 91765
96
Wealthminder
score

Steven Birckett (CRD# 4572846) is an Investment Advisor Representative working at The Advisory Group in Diamond Bar, CA and has over 14 years of experience in the finance industry. Steven Birckett 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.

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