Asset Advisory Group Inc is a large advisory firm based in Kinnelon. It manages $254.4 million of regulatory assets for 462 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, New Jersey, New York, and Pennsylvania.
Asset Advisory Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Asset Advisory Group Inc is $254.4 million. The firm's AUM has grown by 378% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Asset Advisory Group Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Jeannette Aline Jones is high net worth individuals with 64 clients and $233.37 million of assets under management. Among the 5 most similar advisory firms, Asset Advisory Group has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $254.4 million for 140 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Asset Advisory Group doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jeannette Aline Jones has been acting as President since 1 Jan 1997. Amanda Zoch Mcgrath joined the executive team most recently as the Vice President And Treasurer.
The principal office where Asset Advisory Group Inc performs its advisory services is located at 170 Kinnelon Road, Suite 3, Kinnelon, NJ 07405, 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 973-492-0808 or by fax 973-492-1166. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at assetadvisorygroup.com.