AG ASSET ADVISORY, LLC

1901 Avenue Of The Stars
Suite 200
Los Angeles, California 90067
Tel: 310-907-8656

About AG ASSET ADVISORY, LLC

AG ASSET ADVISORY, LLC, formally registered with the SEC as AG ASSET ADVISORY, LLC. The firm was established in 01/02/2015. They have over 3 offices throughout the country.

AG ASSET ADVISORY, LLC is a Los Angeles, California based Financial Planning firm with nearly $409,307,148 assets under management, offering retirement planning & investment advisory services to 188 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154406
SEC#	801-80760
Assets Managed by Firm	$409,307,148
No. of Clients	188
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (WEALTH ADVISORY CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	188	$409,307,148
Individuals (other than high net worth individuals)	3	$4,147,942
High net worth individuals	33	$382,164,618
Charitable organizations	2	$22,994,588

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