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Building 2AG ASSET ADVISORY, LLC

Map pinLOS ANGELES, CA
Phone310-907-8656
NotebookSEC #801-80760
Total AUM
$440.5M
Employees
3
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1901 AVENUE OF THE STARS
SUITE 200
LOS ANGELES
CA 90067
United States
Operating Hours
6:00 A.M. - 3:00 P.M.
Monday - Friday
Phone
310-907-8656
Other Offices
2

ReceiptFinancials

Total AUM
$440.5M
Accounts
196
Discretionary
$440.5M
Accounts
196
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$4.8M
HNW Individual Clients
33
AUM
$410.5M
Charitable Organization Clients
2
AUM
$25.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
WEALTH ADVISORY CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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