AG ASSET ADVISORY, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 154406
- Registered since
- January 2, 2015
- Website
- agassetadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI93.19%
- Charitable Organizations5.71%
- Individuals1.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
AG Asset Advisory, LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2015. The firm serves both individuals/families and institutional clients and operates as a capital allocator that supplements in-house portfolio management with third-party managers. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. The firm charges fees based on a percentage of assets under management, fixed fees and performance-based arrangements. AG Asset Advisory is not positioned as an ESG investor and reports an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities30%
- State & Local Bonds8%
- US Government Bonds5%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1BRIAN THOMAS
Chief Investment OfficerCRD 4647656
Contacts
1 of 1ANTHONY GLOMSKI
Founder & PrincipalCRD 5140380
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$58.3M in ETFs
5%
$2.8M
82%
$55.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $32.5M | 458,308 | 55.73% |
Location
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 1901 Avenue of the Stars
- Time zone
- PT (UTC-8)
- Office locations
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