CLIENTS

Our Clients

The average Asset Advisory Group, Inc. client has over a million dollar net worth.

Clients may have single accounts or may include combinations of:

  • Individual Investment Accounts
  • Individual Grantor Trust Accounts
  • Personal Living Trusts
  • Charitable Remainder Trusts
  • Pension/Benefit Trusts
  • Individual Retirement Accounts (IRAs)
  • Roth IRA’s and Roth IRA Conversions
  • Rollover IRAs
  • Educational IRA’s Section 529

Qualified Retirement Plans:

  • (Defined Contributions, 401(k), Defined Benefit, Non-Qualified Retirement Plans)
  • SAR-SEP and SEP-IRAs
  • Corporate Investment Accounts
  • Employee Stock Ownership Plans

Execution of Stock Options

*** We provide asset advisory for self-directed 401k employee participant accounts.

***We process the consolidation of several IRA sources

 

Firm Brochure

Firm Brochure & Appendix