AG ASSET ADVISORY, LLC
Total AUM
$440.5M
Employees
3Clients
37Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1901 AVENUE OF THE STARS
SUITE 200
LOS ANGELES
CA 90067
United States
SUITE 200
LOS ANGELES
CA 90067
United States
Operating Hours
6:00 A.M. - 3:00 P.M.
Monday - Friday
Monday - Friday
Phone
310-907-8656
Other Offices
2
Financials
Total AUM
$440.5M
Accounts
196Discretionary
$440.5M
Accounts
196Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
2AUM
$4.8M
HNW Individual Clients
33AUM
$410.5M
Charitable Organization Clients
2AUM
$25.2M
Services
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
Compliance
Disclosures
None reported
State Registrations
CANYTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.