Asset Advisory Group, Inc.
Firm details
- Headquarters
- Kinnelon, New Jersey
- CRD number
- 106618
- Registered since
- April 26, 1994
- Website
- www.assetadvisorygroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94%
- Individuals6%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Asset Advisory Group, Inc. is an independent registered investment adviser that has been SEC-registered since 1994 and is owned privately. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Asset Advisory Group does not position itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser. The firm received recognition in 2020 when FA Magazine listed it among Top RIA Firms.
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 Funds51%
- Exchange Traded Equities24%
- US Government Bonds13%
- Cash & Cash Equivalents8%
- State & Local Bonds4%
Contacts
2 of 2
Amanda Mcgrath
Partner, Senior Wealth AdvisorCRD 5198869
Paul Zoch
Founder & PrincipalCRD 727907
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$133M in ETFs
73%
$97.4M
20%
$35.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $11.9M | 150,258 | 8.92% |
Location
Kinnelon, NJ
Morris
Location
Kinnelon, NJ
Headquartered in Kinnelon, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 170 Kinnelon Rd
- Time zone
- ET (UTC-5)
- Office locations
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