Advised Assets Group, LLC (Greenwood Village)
Advised Assets Group, LLC is a large advisory firm based in Greenwood Village. It manages $31.78 billion of regulatory assets for 35,247 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Advised Assets Group provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Advised Assets Group: assets under management
The assets under management (AUM) of Advised Assets Group, LLC is $31.78 billion. The firm's AUM has grown by 611154% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in investment and business development companies the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Advised Assets Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Advised Assets Group serves?
The firm provides services to individuals, high net worth individuals, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Advised Assets Group is pension and profit sharing plans with 11,551 clients and $21.29 billion of assets under management. Among the 7 most similar advisory firms, Advised Assets Group has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $31.78 billion for 35,247 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Advised Assets Group doesn't advise any private funds.
Careers at Advised Assets Group, LLC
The company employs 284 people that are either part- or full-time employees. 99 percent of the employees work as investment advisers or researchers. 274 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 10 indirect owners.Based in Greenwood Village
The principal office where Advised Assets Group, LLC performs its advisory services is located at 8515 East Orchard Rd 4 T2, Greenwood Village, CO 80111, which is also the mailing address of the firm. An additional office of the firm is in Andover, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 844-302-2448 or by fax 303-737-3827. The normal business hours are 8am - 5pm (mst) on Monday - Friday. You can find more information about the New York firm at advisedassetsgroup.com.
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