AG ASSET ADVISORY, LLC
CRD #154406 SEC #801-80760 LOS ANGELES, CA 310-907-8656
SEC Registered
Total AUM
$409.3M
Discretionary
$409.3M
Employees
3
Clients
0
Accounts
188
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $409.3M | $409.3M | $0 | 3 | 0 |
| Mar 2024 | $356.3M | $356.3M | $0 | 3 | 0 |
| Jul 2023 | $312.9M | $312.9M | $0 | 3 | 0 |
| Mar 2023 | $312.9M | $312.9M | $0 | 3 | 0 |
| Oct 2022 | $307.3M | $307.3M | $0 | 3 | 0 |
| Mar 2022 | $307.3M | $307.3M | $0 | 3 | 0 |
| Mar 2021 | $302M | $302M | $0 | 3 | 2 |
| Jun 2020 | $293.8M | $293.8M | $0 | 3 | 2 |
| Mar 2020 | $293.8M | $293.8M | $0 | 3 | 2 |
| Jan 2020 | $293.8M | $293.8M | $0 | 3 | 3 |
| May 2019 | $229.1M | $229.1M | $0 | 3 | 3 |
| Apr 2019 | $229.1M | $229.1M | $0 | 3 | 3 |
| Mar 2019 | $229.1M | $229.1M | $0 | 3 | 3 |
| Dec 2018 | $246.1M | $246.1M | $0 | 3 | 3 |
| Nov 2018 | $246.1M | $246.1M | $0 | 3 | 3 |
| Sep 2018 | $246.1M | $246.1M | $0 | 3 | 3 |
| Mar 2018 | $246.1M | $246.1M | $0 | 3 | 3 |
| Sep 2017 | $207.3M | $207.3M | $0 | 3 | 26 |
| Mar 2017 | $207.3M | $207.3M | $0 | 3 | 26 |
| Mar 2016 | $216M | $216M | $0 | 3 | 26 |
| Mar 2016 | $216M | $216M | $0 | 3 | 26 |
| Jul 2015 | $211.1M | $211.1M | $0 | 4 | 26 |
| Mar 2015 | $211.1M | $211.1M | $0 | 4 | 26 |
| Jan 2015 | $103.3M | $103.3M | $0 | 2 | 26 |
| Dec 2014 | $103.3M | $103.3M | $0 | 2 | 26 |
| Dec 2014 | $103.3M | $103.3M | $0 | 2 | 26 |
DateFeb 2025
Total AUM$409.3M
Discretionary$409.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$356.3M
Discretionary$356.3M
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$312.9M
Discretionary$312.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$312.9M
Discretionary$312.9M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$307.3M
Discretionary$307.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$307.3M
Discretionary$307.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees3
Clients2
DateJun 2020
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees3
Clients2
DateMar 2020
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees3
Clients2
DateJan 2020
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees3
Clients3
DateMay 2019
Total AUM$229.1M
Discretionary$229.1M
Non-Disc.$0
Employees3
Clients3
DateApr 2019
Total AUM$229.1M
Discretionary$229.1M
Non-Disc.$0
Employees3
Clients3
DateMar 2019
Total AUM$229.1M
Discretionary$229.1M
Non-Disc.$0
Employees3
Clients3
DateDec 2018
Total AUM$246.1M
Discretionary$246.1M
Non-Disc.$0
Employees3
Clients3
DateNov 2018
Total AUM$246.1M
Discretionary$246.1M
Non-Disc.$0
Employees3
Clients3
DateSep 2018
Total AUM$246.1M
Discretionary$246.1M
Non-Disc.$0
Employees3
Clients3
DateMar 2018
Total AUM$246.1M
Discretionary$246.1M
Non-Disc.$0
Employees3
Clients3
DateSep 2017
Total AUM$207.3M
Discretionary$207.3M
Non-Disc.$0
Employees3
Clients26
DateMar 2017
Total AUM$207.3M
Discretionary$207.3M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees3
Clients26
DateJul 2015
Total AUM$211.1M
Discretionary$211.1M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$211.1M
Discretionary$211.1M
Non-Disc.$0
Employees4
Clients26
DateJan 2015
Total AUM$103.3M
Discretionary$103.3M
Non-Disc.$0
Employees2
Clients26
DateDec 2014
Total AUM$103.3M
Discretionary$103.3M
Non-Disc.$0
Employees2
Clients26
DateDec 2014
Total AUM$103.3M
Discretionary$103.3M
Non-Disc.$0
Employees2
Clients26