Asset Advisory Group, Inc.
● SEC registered since 1994CRD 106618SEC# 801-46343Kinnelon, NJ
Reg. AUM
$479.5M
Employees
5
Accounts
633
Location
Kinnelon, NJ
Asset Advisory Group, Inc. assets under management
Asset Advisory Group, Inc. operates as an SEC-registered investment adviser based in Kinnelon, NJ. The firm has been registered since 1994. It reports $479.5 million in regulatory assets under management and employs 5 people.
Asset Advisory Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Zoch McGrath Control | President And Treasurer | 50-75% | 2018 |
| Paul Bernard Zoch Control | Vice President, Secretary And Chief Compliance Officer | 25-50% | 1998 |
Frequently asked questions
How much does Asset Advisory Group, Inc. manage?
Asset Advisory Group, Inc. reports $479.5 million in regulatory assets under management on its Form ADV.
How many employees does Asset Advisory Group, Inc. have?
Asset Advisory Group, Inc. reports 5 employees.
Where is Asset Advisory Group, Inc. located?
Asset Advisory Group, Inc. is based in Kinnelon, NJ and has been SEC-registered since 1994.
Does Asset Advisory Group, Inc. disclose fund performance?
Asset Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 170 Kinnelon Road, Suite 3, Kinnelon, NJ 07405 |
| Phone | 973-492-0808 |
| Fax | 973-492-1166 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2110402 |
| Discloses disciplinary history | No |
Regulatory AUM
$479.5M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$479.5Mregulatory AUM
Discretionary $452.7MNon-discretionary $26.8M