Asset Advisory Group, Inc.
Asset Advisory Group, Inc. is an SEC-registered wealth manager in Kinnelon, NJ with $479.5M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Asset Advisory Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106618, SEC 801-46343, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $479.5M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Kinnelon, NJ
- Employees
- 5
- Clients
- 171
- CRD
- 106618
- Ownership
- ZOCH, PAUL, BERNARD; MCGRATH, AMANDA, ZOCH
How much AUM does Asset Advisory Group, Inc. have?
Asset Advisory Group, Inc. reported $479.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Asset Advisory Group, Inc.?
Disclosed owners and executives of Asset Advisory Group, Inc. include ZOCH, PAUL, BERNARD, MCGRATH, AMANDA, ZOCH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.