$408.4M Total AUM
$408.4M Disc. AUM
-- 3Y CAGR
50 Employees
807 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Capital
- Established Date
- 12-01-2025
- Office Locations
- 33
Office Locations
100 Lexington DR Suite 250 Buffalo Grove IL
1001 B AVE Suite 202 Coronado CA
11400 SE 8TH ST Suite 235 Bellevue WA
About Advisory Solutions Group
Advisory Solutions Group is a Plymouth-based RIA with 33 offices. The firm has been operating for 0 years. Managing $408.4M in total assets under management, with 33 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
44 AVG AGE
$12.4M AVG AUM / ADVISOR
$506.0K AVG AUM / CLIENT
0.3 yrs AVG TENURE
50 Employees
33 Advisory Reps
46 RIA Reps
0yrs Firm Age
Insights
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Accredited Investors
Prime
Asset Classes
Value legacy Harbor quantum Matrix bridge Momentum north Vertex Peak
CRM
Optima ridge
Investment Themes
Pathway Glacier prime Delta vector Bridge ridge Glacier oak Quantum
Investment Vehicles
Quantum
Services
Legacy bridge Oak vector Oak Oak Ridge wave Foundation ridge
Technology
Element glacier
Owner & Executives
JAMES LOREN CAHN
CHIEF STRATEGY OFFICER
- CRD
- #6052512
- Ownership
- Less than 5%
(347) 243-9481
ember.pioneer@elementcapital.com
in linkedin.com/in/vital-horizon
JEFFREY THOMAS HAROLD DEKKO
President
- CRD
- #4648018
- Ownership
- Less than 5%
(643) 752-9860
ridge.element@atlascapital.com
in linkedin.com/in/pathway-value
E
Ember legacy
Vital crest
- CRD
- #20790
- Ownership
- 43.1%
(809) 497-5481
timber.value@vitalcapital.com
in linkedin.com/in/oak-matrix
Showing 2 of 7 owners & executives
Unlock allContacts
A
ANDREA LYNN ANASTASIO
--
- CRD
- #7529668
(793) 518-7126
eagle.zenith@catalystcapital.com
in linkedin.com/in/prime-pioneer
K
KENNETH DALE BOLTON
--
- CRD
- #1925208
(407) 915-2194
legacy.summit@valuecapital.com
in linkedin.com/in/pathway-eagle
V
Value ember
Summit horizon element
- CRD
- #21815
(738) 329-6031
focus.legacy@alphacapital.com
in linkedin.com/in/catalyst-bridge
Showing 2 of 46 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $408,369,935 | $198,046 |
| Non-Discretionary | $0 | -- |
| Total | $408,369,935 | $198,046 |
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Separately Managed Accounts
Total SMA Asset: $408,369,935
Public Funds:
9.0% Cash:
28.8% Equity - Exchange:
25.8% Corporate - Non-Investment Grade:
29.2% U.S. Government/Agency:
7.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $792,428,330 | 9.0% |
| Cash | $2,535,770,657 | 28.8% |
| Equity - Exchange | $2,271,627,881 | 25.8% |
| Corporate - Non-Investment Grade | $2,570,989,694 | 29.2% |
| U.S. Government/Agency | $633,942,665 | 7.2% |
| Total | $8,804,759,227 | 100.0% |