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).
Total Assets Under Management172MILLION
Total Number of Accounts724ACCOUNTS
Average Account Value$237,013
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, FL, HI, ID, MD, NH, NV, NY, OH, OR, PA, TX, VA, WA
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.