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THE ADVISORY GROUP
DIAMOND BAR, CA
909.869.7880
SEC #801-57715Total AUM
$379.6M
Employees
5Clients
696Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
20955 PATHFINDER ROAD
SUITE 110
DIAMOND BAR
CA 91765-4029
United States
SUITE 110
DIAMOND BAR
CA 91765-4029
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
909.869.7880
Other Offices
1
Financials
Total AUM
$379.6M
Accounts
724Discretionary
$261.5M
Accounts
446Non-Discretionary
$118.1M
Accounts
278
Clients
Individual Clients
633AUM
$199.1M
HNW Individual Clients
39AUM
$93.7M
Pension/Profit Sharing Plan Clients
14AUM
$77.4M
Charitable Organization Clients
8AUM
$6.2M
Corporation or Business Clients
1AUM
$3.2M
Other Clients
1AUM
$50.6K
Description of Other Clients
529 ACCOUNTS
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALAZCAFLHIIDILKYMAMDMONHNMNVNYOHORPASCTNTXUTVAWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.