ASSET ADVISORY GROUP, INC.
CRD #106618 SEC #801-46343 KINNELON, NJ 973-492-0808
SEC Registered
Total AUM
$407.1M
Discretionary
$157.4M
Employees
5
Clients
51
Accounts
558
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $407.1M | $157.4M | $249.7M | 5 | 0 |
| Feb 2025 | $407.1M | $157.4M | $249.7M | 5 | 0 |
| Jul 2024 | $374.1M | $95.5M | $278.6M | 5 | 0 |
| Feb 2024 | $374.1M | $95.5M | $278.6M | 5 | 0 |
| Mar 2023 | $329.7M | $56.7M | $273M | 2 | 0 |
| Feb 2022 | $390.3M | $55.2M | $335.1M | 2 | 0 |
| Feb 2022 | $390.3M | $55.2M | $335.1M | 2 | 0 |
| Mar 2021 | $346.9M | $35.8M | $311.1M | 2 | 0 |
| Jun 2020 | $306.2M | $17.2M | $289M | 2 | 2 |
| Mar 2020 | $306.2M | $17.2M | $289M | 2 | 2 |
| Jun 2019 | $254.4M | $1.6M | $252.8M | 2 | 0 |
| Feb 2019 | $254.4M | $1.6M | $252.8M | 2 | 0 |
| May 2018 | $264.1M | $2.1M | $262M | 2 | 0 |
| Feb 2018 | $264.1M | $2.1M | $262M | 2 | 0 |
| May 2017 | $220.5M | $1.9M | $218.6M | 2 | 118 |
| Feb 2017 | $220.5M | $1.9M | $218.6M | 2 | 118 |
| Feb 2016 | $215.9M | $1.8M | $214.1M | 1 | 113 |
| Feb 2015 | $220.6M | $1.8M | $218.8M | 1 | 114 |
| Feb 2014 | $210.7M | $1.8M | $209M | 1 | 110 |
| Mar 2013 | $187M | $797.2K | $186.2M | 1 | 112 |
| Mar 2013 | $187M | $797.2K | $186.2M | 1 | 112 |
| Mar 2013 | $187M | $797.2K | $186.2M | 1 | 112 |
| May 2012 | $175.7M | $0 | $175.7M | 1 | 110 |
| Mar 2012 | $175.7M | $0 | $175.7M | 1 | 110 |
| May 2011 | $142.9M | $0 | $142.9M | 5 | -- |
| Feb 2011 | $142.9M | $0 | $142.9M | 5 | -- |
| Feb 2011 | $138.9M | $0 | $138.9M | 5 | -- |
| Feb 2007 | $128.2M | $0 | $128.2M | 5 | -- |
| Feb 2006 | $104.1M | $0 | $104.1M | 5 | -- |
| Feb 2005 | $92.7M | $0 | $92.7M | 5 | -- |
| Jan 2005 | $81.6M | $0 | $81.6M | 5 | -- |
DateJun 2025
Total AUM$407.1M
Discretionary$157.4M
Non-Disc.$249.7M
Employees5
Clients0
DateFeb 2025
Total AUM$407.1M
Discretionary$157.4M
Non-Disc.$249.7M
Employees5
Clients0
DateJul 2024
Total AUM$374.1M
Discretionary$95.5M
Non-Disc.$278.6M
Employees5
Clients0
DateFeb 2024
Total AUM$374.1M
Discretionary$95.5M
Non-Disc.$278.6M
Employees5
Clients0
DateMar 2023
Total AUM$329.7M
Discretionary$56.7M
Non-Disc.$273M
Employees2
Clients0
DateFeb 2022
Total AUM$390.3M
Discretionary$55.2M
Non-Disc.$335.1M
Employees2
Clients0
DateFeb 2022
Total AUM$390.3M
Discretionary$55.2M
Non-Disc.$335.1M
Employees2
Clients0
DateMar 2021
Total AUM$346.9M
Discretionary$35.8M
Non-Disc.$311.1M
Employees2
Clients0
DateJun 2020
Total AUM$306.2M
Discretionary$17.2M
Non-Disc.$289M
Employees2
Clients2
DateMar 2020
Total AUM$306.2M
Discretionary$17.2M
Non-Disc.$289M
Employees2
Clients2
DateJun 2019
Total AUM$254.4M
Discretionary$1.6M
Non-Disc.$252.8M
Employees2
Clients0
DateFeb 2019
Total AUM$254.4M
Discretionary$1.6M
Non-Disc.$252.8M
Employees2
Clients0
DateMay 2018
Total AUM$264.1M
Discretionary$2.1M
Non-Disc.$262M
Employees2
Clients0
DateFeb 2018
Total AUM$264.1M
Discretionary$2.1M
Non-Disc.$262M
Employees2
Clients0
DateMay 2017
Total AUM$220.5M
Discretionary$1.9M
Non-Disc.$218.6M
Employees2
Clients118
DateFeb 2017
Total AUM$220.5M
Discretionary$1.9M
Non-Disc.$218.6M
Employees2
Clients118
DateFeb 2016
Total AUM$215.9M
Discretionary$1.8M
Non-Disc.$214.1M
Employees1
Clients113
DateFeb 2015
Total AUM$220.6M
Discretionary$1.8M
Non-Disc.$218.8M
Employees1
Clients114
DateFeb 2014
Total AUM$210.7M
Discretionary$1.8M
Non-Disc.$209M
Employees1
Clients110
DateMar 2013
Total AUM$187M
Discretionary$797.2K
Non-Disc.$186.2M
Employees1
Clients112
DateMar 2013
Total AUM$187M
Discretionary$797.2K
Non-Disc.$186.2M
Employees1
Clients112
DateMar 2013
Total AUM$187M
Discretionary$797.2K
Non-Disc.$186.2M
Employees1
Clients112
DateMay 2012
Total AUM$175.7M
Discretionary$0
Non-Disc.$175.7M
Employees1
Clients110
DateMar 2012
Total AUM$175.7M
Discretionary$0
Non-Disc.$175.7M
Employees1
Clients110
DateMay 2011
Total AUM$142.9M
Discretionary$0
Non-Disc.$142.9M
Employees5
Clients--
DateFeb 2011
Total AUM$142.9M
Discretionary$0
Non-Disc.$142.9M
Employees5
Clients--
DateFeb 2011
Total AUM$138.9M
Discretionary$0
Non-Disc.$138.9M
Employees5
Clients--
DateFeb 2007
Total AUM$128.2M
Discretionary$0
Non-Disc.$128.2M
Employees5
Clients--
DateFeb 2006
Total AUM$104.1M
Discretionary$0
Non-Disc.$104.1M
Employees5
Clients--
DateFeb 2005
Total AUM$92.7M
Discretionary$0
Non-Disc.$92.7M
Employees5
Clients--
DateJan 2005
Total AUM$81.6M
Discretionary$0
Non-Disc.$81.6M
Employees5
Clients--