Overview
Assets Under Management: $409 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 33
Average Client Assets: $12 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.37
Average High-Net-Worth Client Assets: $12 million
Total Client Accounts: 188
Discretionary Accounts: 188
Regulatory Filings
CRD Number: 154406
Last Filing Date: 2025-02-27 00:00:00
Website: HTTP://WWW.AGASSETADVISORY.COM