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Asset Advisory Group, Inc.

● SEC registered since 1994CRD 106618SEC# 801-46343Kinnelon, NJ
Export (members)
Reg. AUM
$407.1M
Employees
5
Accounts
558
Location
Kinnelon, NJ

Asset Advisory Group, Inc. assets under management

Asset Advisory Group, Inc. operates as an SEC-registered investment adviser based in Kinnelon, NJ. The firm has been registered since 1994. It reports $407.1 million in regulatory assets under management and employs 5 people.
www.assetadvisorygroup.comView on SEC.gov ↗

Asset Advisory Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Amanda Zoch McGrath ControlVice President And Treasurer50-75%2018
Paul Bernard Zoch ControlPresident And Chief Compliance Officer25-50%1998

Frequently asked questions

How much does Asset Advisory Group, Inc. manage?

Asset Advisory Group, Inc. reports $407.1 million in regulatory assets under management on its Form ADV.

How many employees does Asset Advisory Group, Inc. have?

Asset Advisory Group, Inc. reports 5 employees.

Where is Asset Advisory Group, Inc. located?

Asset Advisory Group, Inc. is based in Kinnelon, NJ and has been SEC-registered since 1994.

Does Asset Advisory Group, Inc. disclose fund performance?

Asset Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address170 Kinnelon Road, Suite 3, Kinnelon, NJ 07405
Phone973-492-0808
Fax973-492-1166
Office hours9:00 a.m.-5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK2110402
Discloses disciplinary historyNo

Assets under management

Discretionary$157.4M
Non-discretionary$249.7M
Total (RAUM)$407.1M