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Asset Management Advisory Group LLC (Cleveland)


Asset Management Advisory Group LLC is a large advisory firm based in Cleveland. It manages $107.1 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Ohio.




Asset Management Advisory Group provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Asset Management Advisory Group: assets under management

The assets under management (AUM) of Asset Management Advisory Group LLC is $107.1 million. The firm's AUM has grown by 188% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.07 million in discretionary accounts and $98.03 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $266.64 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $8.91 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Asset Management Advisory Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cleveland

The principal office where Asset Management Advisory Group LLC performs its advisory services is located at 614 W. Superior Ave, Cleveland, OH 44113, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-561-0744 or by fax 216-763-8630. The normal business hours are 9:00am-4:30p.m. on Monday - Friday.


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