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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2022 | $399.2M | $378.3M | $20.9M | 8 | 0 |
| Mar 2022 | $399.2M | $378.3M | $20.9M | 8 | 0 |
| Oct 2021 | $348.7M | $332.6M | $16.1M | 8 | 0 |
| Mar 2021 | $348.7M | $332.6M | $16.1M | 8 | 0 |
| May 2020 | $338.3M | $324.2M | $14.1M | 8 | 0 |
| Mar 2020 | $338.3M | $324.2M | $14.1M | 8 | 0 |
| Mar 2019 | $295.2M | $281.9M | $13.3M | 7 | 1 |
| Mar 2018 | $310.6M | $298M | $12.6M | 7 | 1 |
| Mar 2017 | $258M | $245.6M | $12.4M | 6 | 200 |
| Mar 2016 | $228.5M | $217.3M | $11.2M | 6 | 200 |
| Mar 2015 | $229.2M | $216.2M | $13M | 6 | 200 |
| Mar 2014 | $276.9M | $263.5M | $13.4M | 5 | 200 |
| Mar 2013 | $240.7M | $229.6M | $11.1M | 6 | 200 |
| Oct 2012 | $218.2M | $206.8M | $11.4M | 6 | 200 |
| Feb 2012 | $218.2M | $206.8M | $11.4M | 6 | 200 |
| Feb 2007 | $194.5M | $182.1M | $12.4M | 10 | -- |
| Nov 2006 | $155.1M | $145.1M | $10M | 10 | -- |
| Mar 2006 | $155.1M | $145.1M | $10M | 10 | -- |
| Mar 2002 | $68.3M | $68.3M | $0 | 5 | -- |
DateOct 2022
Total AUM$399.2M
Discretionary$378.3M
Non-Disc.$20.9M
Employees8
Clients0
DateMar 2022
Total AUM$399.2M
Discretionary$378.3M
Non-Disc.$20.9M
Employees8
Clients0
DateOct 2021
Total AUM$348.7M
Discretionary$332.6M
Non-Disc.$16.1M
Employees8
Clients0
DateMar 2021
Total AUM$348.7M
Discretionary$332.6M
Non-Disc.$16.1M
Employees8
Clients0
DateMay 2020
Total AUM$338.3M
Discretionary$324.2M
Non-Disc.$14.1M
Employees8
Clients0
DateMar 2020
Total AUM$338.3M
Discretionary$324.2M
Non-Disc.$14.1M
Employees8
Clients0
DateMar 2019
Total AUM$295.2M
Discretionary$281.9M
Non-Disc.$13.3M
Employees7
Clients1
DateMar 2018
Total AUM$310.6M
Discretionary$298M
Non-Disc.$12.6M
Employees7
Clients1
DateMar 2017
Total AUM$258M
Discretionary$245.6M
Non-Disc.$12.4M
Employees6
Clients200
DateMar 2016
Total AUM$228.5M
Discretionary$217.3M
Non-Disc.$11.2M
Employees6
Clients200
DateMar 2015
Total AUM$229.2M
Discretionary$216.2M
Non-Disc.$13M
Employees6
Clients200
DateMar 2014
Total AUM$276.9M
Discretionary$263.5M
Non-Disc.$13.4M
Employees5
Clients200
DateMar 2013
Total AUM$240.7M
Discretionary$229.6M
Non-Disc.$11.1M
Employees6
Clients200
DateOct 2012
Total AUM$218.2M
Discretionary$206.8M
Non-Disc.$11.4M
Employees6
Clients200
DateFeb 2012
Total AUM$218.2M
Discretionary$206.8M
Non-Disc.$11.4M
Employees6
Clients200
DateFeb 2007
Total AUM$194.5M
Discretionary$182.1M
Non-Disc.$12.4M
Employees10
Clients--
DateNov 2006
Total AUM$155.1M
Discretionary$145.1M
Non-Disc.$10M
Employees10
Clients--
DateMar 2006
Total AUM$155.1M
Discretionary$145.1M
Non-Disc.$10M
Employees10
Clients--
DateMar 2002
Total AUM$68.3M
Discretionary$68.3M
Non-Disc.$0
Employees5
Clients--