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Building 2ASSET ADVISORY GROUP, INC.

Map pinKINNELON, NJ
Phone973-492-0808
NotebookSEC #801-46343
Total AUM
$479.5M
Employees
5
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
170 KINNELON ROAD, SUITE 3
KINNELON
NJ 07405
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
973-492-0808

ReceiptFinancials

Total AUM
$479.5M
Accounts
633
Discretionary
$452.7M
Accounts
621
Non-Discretionary
$26.8M
Accounts
12

ContactClients

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Individual Clients
85
AUM
$28.8M
HNW Individual Clients
86
AUM
$450.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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