A
$200.0K Total AUM
$200.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-18-2025
- Office Locations
- 1
Office Locations
-- Hyattsville MD
About A.g. Advisory Firm, LLC
A.G. Advisory Firm, LLC is a Maryland-based independent RIA formed in 2025 providing financial planning, tax and insurance planning, and discretionary investment management. Portfolios emphasize ETFs alongside core fixed income. The firm publishes frequent market “Letters/Quick Notes” commentary, led by founder George Jiafa Zhuang, and can custody at Schwab or Altruist.
Team overview
-- AVG AGE
$200.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Custodian
Available
Investment Themes
Available
Services
Available
Technology
Available
Owner & Executives
G
George Jiafa Zhuang
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7961111
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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