Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new jersey > kinnelon > ASSET ADVISORY GROUP, INC.
ASSET ADVISORY GROUP, INC.
170 Kinnelon Road, Suite 3
Kinnelon, New Jersey 07405
Tel: 973-492-0808
About ASSET ADVISORY GROUP, INC.
ASSET ADVISORY GROUP, INC, formally registered with the SEC as ASSET ADVISORY GROUP, INC. The firm was established in 04/26/1994. They have over 1 offices throughout the country.
ASSET ADVISORY GROUP, INC. is a Kinnelon, New Jersey based Financial Planning firm with nearly $407,123,722 assets under management, offering retirement planning & investment advisory services to 558 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106618 |
| SEC# | 801-46343 |
| Assets Managed by Firm | $407,123,722 |
| No. of Clients | 558 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 558 | $407,123,722 |
| Individuals (other than high net worth individuals) | 85 | $30,813,618 |
| High net worth individuals | 73 | $376,310,104 |
More Retirement Planning firms in Kinnelon, New Jersey:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,014,741,753,029 | 1021 | 1705 | |
| $702,387,082,915 | 1093486 | 12701 | |
| $691,908,159,462 | 1840565 | 61 | |
| $499,516,358,508 | 637 | 925 | |
| $458,191,510,749 | 46332 | 1483 |
Explore More Retirement Advisors in Kinnelon, New Jersey