Amanda
Mcgrath

Asset Advisory Group Inc

CRD#5198869
Investment Advisor
in Butler, NJ

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About this Advisor

Amanda Mcgrath is a certified financial planner who works out of Butler, New Jersey with a total of 6 years of relevant experience. Mcgrath is an advisor for Asset Advisory Group Inc. During their career, Mcgrath has held roles at J.P Morgan Securities LLC, J.P Morgan Chase Bank, Deutsche Bank Trust Company Am, Deutsche Bank Securities Inc and Asset Advisory Group, Inc. Mcgrath holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey. Asset Advisory Group Inc is a company operating out of Butler, NJ. It manages $330 million in total assets across its 548 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 548 client accounts, 35% are associated with high-net-worth clients who have at least $1 million in assets. Asset Advisory Group Inc performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management largely vary depending on the financial services. Fee types charged by Asset Advisory Group Inc most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

170 Kinnelon Road, Suite 3
Butler, NJ 07405

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Asset Advisory Group Inc Brokerage Details

Total Assets Under Management

$329,669,549

NJ Average: $10,121,009,343
Total Number of Employees

2

NJ Average: 92
Total Number of Accounts

548

NJ Average: 6,978
Average Account Size

$601,587

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Amanda Mcgrath Work History

Amanda has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Asset Advisory Group, Inc

2016 - 2017 (1 year)

Deutsche Bank Securities Inc

2015 - 2017 (2 years)

Deutsche Bank Trust Company Am

2012 - 2015 (3 years)

J.P Morgan Securities LLC

2012 - 2015 (3 years)

J.P Morgan Chase Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amanda Mcgrath to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Asset Advisory Group Inc

Amanda Mcgrath
Butler, NJ
Paul Zoch
Butler, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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