Asset Management Advisory Group LLC
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Overview
Asset Management Advisory Group LLC is a financial advisory firm based in Cleveland, Ohio. The firm oversees $107.1 million in assets under management across 45 client accounts, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). It has a small team, including 1 financial advisor. Asset Management Advisory Group LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are tradable financial investments like options, bonds and stocks.
Asset Management Advisory Group LLC administers 34 of its client assets on a discretionary basis. Discretionary management means that transaction judgments for the client's account are made by a portfolio manager without needing client permission. The firm also oversees 11 non-discretionary accounts with a total of $98.0 million in AUM. The investment advisory firm's average account size is $2.4 million. The typical financial advisor at Asset Management Advisory Group LLC manages about 45 client accounts, placing it towards the middle in terms of personalization.
The company's central office is at 614 W. Superior Ave, Cleveland, Ohio 44113.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Asset Management Advisory Group LLC by the Numbers
$107.1 million
1
45
$2.4 million
Products and Services
Services that Asset Management Advisory Group LLC offers can include portfolio management for individuals and small businesses and selection of other advisers. However, Asset Management Advisory Group LLC did not provide any of its customers with financial planning services in the last fiscal year. It is not engaged in selling products or offering services other than investment advice to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by the company most likely consist of any combination of the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Disclosures
Asset Management Advisory Group LLC does not have any disclosures.
Please visit its Form ADV for more details.
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