ASSET ADVISORY GROUP INC
Total AUM
$399.2M
Employees
8Clients
270Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9200 MONTGOMERY ROAD
CINCINNATI
OH 45242
United States
CINCINNATI
OH 45242
United States
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Monday - Friday
Phone
513-771-7222
Financials
Total AUM
$399.2M
Accounts
886Discretionary
$378.3M
Accounts
689Non-Discretionary
$20.9M
Accounts
197
Clients
Individual Clients
125AUM
$34.1M
HNW Individual Clients
143AUM
$358.3M
Pension/Profit Sharing Plan Clients
2AUM
$6.8M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLINKYNCOHTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.