ASSET ADVISORY GROUP INC
CRD #107929 SEC #801-55031 CINCINNATI, OH 513-771-7222
SEC Registered
Total AUM
$399.2M
Discretionary
$378.3M
Employees
8
Clients
101
Accounts
886
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 13, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JONES, GREGORY, HAMILTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, GREGORY, HAMILTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, GREGORY, HAMILTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, GREGORY, HAMILTON | I | VP OPERATIONS | NA | Control |
| JONES, GREGORY, HAMILTON | I | VP OPERATIONS | NA | Control |
| JONES, GREGORY, HAMILTON | I | VP OPERATIONS | NA | Control |
| JONES, GREGORY, HAMILTON | I | VP OPERATIONS | NA | Control |
| JONES, GREGORY, HAMILTON | I | VP OPERATIONS | NA | Control |
| JONES, GREGORY, HAMILTON | I | VP OPERATIONS | NA | Control |
| JONES, GREGORY, HAMILTON | I | VP OPERATIONS | NA | Control |
| JONES, GREGORY, HAMILTON | I | VP OPERATIONS | NA | Control |
| JONES, GREGORY, HAMILTON | I | VP OPERATIONS | NA | Control |
| JONES, GREGORY, HAMILTON | I | VP OPERATIONS | NA | Control |
| JONES, GREGORY, HAMILTON | I | VP OPERATIONS | NA | Control |
| JONES, GREGORY, HAMILTON | I | VP OPERATIONS | NA | Control |
| JONES, GREGORY, HAMILTON | I | VP OPERATIONS | NA | Control |
| JONES, GREGORY, HAMILTON | I | VP OPERATIONS | NA | Control |
| JONES, GREGORY, HAMILTON | I | VP OPERATIONS | NA | Control |
| JONES, GREGORY, HAMILTON | I | VP OPERATIONS | NA | Control |
| JONES, JEANNETTE, ALINE | I | FOUNDER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WORKMAN II, DAVID, E | I | PRESIDENT, SHAREHOLDER | NA | Control |
| JONES, JEANNETTE, ALINE | I | PRESIDENT | E | Control |
| JONES, JEANNETTE, ALINE | I | PRESIDENT | E | Control |
| JONES, JEANNETTE, ALINE | I | PRESIDENT | E | Control |
| JONES, JEANNETTE, ALINE | I | PRESIDENT | E | Control |
| JONES, JEANNETTE, ALINE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEANNETTE, ALINE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEANNETTE, ALINE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEANNETTE, ALINE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEANNETTE, ALINE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEANNETTE, ALINE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEANNETTE, ALINE | I | FOUNDER, CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEANNETTE, ALINE | I | FOUNDER, CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEANNETTE, ALINE | I | FOUNDER, CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEANNETTE, ALINE | I | FOUNDER, CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEANNETTE, ALINE | I | FOUNDER, CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEANNETTE, ALINE | I | FOUNDER, CHIEF COMPLIANCE OFFICER | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| JONES, JEANNETTE, ALINE | I | FOUNDER, CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, JEANNETTE, ALINE | I | FOUNDER, CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, JEANNETTE, ALINE | I | FOUNDER, CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, GREGORY, HAMILTON | I | VP & SECRETARY | C | Control |
| WORKMAN II, DAVID, E | I | PRESIDENT, SHAREHOLDER | C | Control |
| WORKMAN II, DAVID, E | I | PRESIDENT, SHAREHOLDER | C | Control |
| WORKMAN II, DAVID, E | I | PRESIDENT, SHAREHOLDER | C | Control |
| CARLETON, CHRISTINE, LYNN | I | SECRETARY | B | Control |
| CARLETON, CHRISTINE, LYNN | I | SECRETARY | B | Control |
| CARLETON, CHRISTINE, LYNN | I | SECRETARY | B | Control |
| CARLETON, CHRISTINE, LYNN | I | SECRETARY | B | Control |
| CARLETON, CHRISTINE, LYNN | I | SECRETARY | B | Control |
| CARLETON, CHRISTINE, LYNN | I | SECRETARY | B | Control |
| CARLETON, CHRISTINE, LYNN | I | SECRETARY | B | Control |
| WORKMAN II, DAVID, E | I | SHAREHOLDER | B | Control |
| WORKMAN II, DAVID, E | I | SHAREHOLDER | B | Control |
| WORKMAN II, DAVID, E | I | PRESIDENT, SHAREHOLDER | B | Control |
| WORKMAN II, DAVID, E | I | PRESIDENT, SHAREHOLDER | B | Control |
| WORKMAN II, DAVID, E | I | PRESIDENT, SHAREHOLDER | B | Control |
| WORKMAN II, DAVID, E | I | PRESIDENT, SHAREHOLDER | B | Control |
| WORKMAN II, DAVID, E | I | PRESIDENT, SHAREHOLDER | B | Control |
| WORKMAN II, DAVID, E | I | PRESIDENT, SHAREHOLDER | B | Control |
| WORKMAN II, DAVID, E | I | SHAREHOLDER | A | Control |
Registrations
Federal
IA
Oct 13, 2022 REGISTERED
Notice Filings (7)
FL IN KY NC OH TN TX
Address
9200 MONTGOMERY ROADCINCINNATI, OH 45242
United States
Phone: 513-771-7222