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 investment adviser formed as an LLC in 2015 and owned by an individual. The firm serves both individual and family clients as well as institutional investors and acts as a capital allocator, directing third‑party fund managers as part of its offering. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. The firm is not an active ESG investor and is not designated as a multi-state adviser. It also reports an industry 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 1
Brian Thomas
Chief Investment OfficerCRD 4647656
Contacts
1 of 1
Anthony Glomski
Founder & PrincipalCRD 5140380
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$60.6M in ETFs
5%
$2.9M
83%
$57.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $33M | 403,309 | 54.55% |
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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