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AG ASSET ADVISORY, LLC
CRD 154406 · SEC 801-80760
1901 AVENUE OF THE STARS, SUITE 200, LOS ANGELES, CA, 90067, United States
Phone
310-907-8656
Fax
310-954-9865
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$440.5M
Discretionary AUM
$440.5M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersWEALTH ADVISORY CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $4.8M |
| High net worth individuals | 33 | $410.5M |
| Charitable organizations | 2 | $25.2M |
States served
CA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD