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ASSET ADVISORY GROUP, INC.
CRD 106618 · SEC 801-46343
170 KINNELON ROAD, SUITE 3, KINNELON, NJ, 07405, United States
Phone
973-492-0808
Fax
973-492-1166
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$479.5M
Discretionary AUM
$452.7M
Team
5 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $28.8M |
| High net worth individuals | 86 | $450.8M |
States served
CA, NJ, NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD