$440.5M Total AUM
$440.5M Disc. AUM
11.4% 3Y CAGR
3 Employees
37 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-31-2010
- Office Locations
- 2
Office Locations
10100 Santa Monica Boulevard Suite 300 LOS Angeles CA
1901 Avenue OF THE Stars Suite 200 LOS Angeles CA
About AG Asset Advisory, LLC
AG Asset Advisory is a Los Angeles-based fiduciary advisory firm that builds virtual family office-style wealth plans for successful entrepreneurs and families, with a focus on exit and liquidity planning. Services include tax mitigation and charitable planning, philanthropic and legacy advisory, centralized reporting, and discretionary investment consulting including alternatives and institutional solutions. Led by Anthony Glomski, author of Liquidity & You.
Team overview
48 AVG AGE
$220.2M AVG AUM / ADVISOR
$11.9M AVG AUM / CLIENT
15.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
A
ANTHONY MICHAEL GLOMSKI
Advisor, Managing Member
- CRD
- #5140380
- Ownership
- 75% or more
Available
Available
Available
BRIAN SCOTT THOMAS
Chief Compliance Officer
- CRD
- #4647656
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $440,473,336 | $2,247,313 |
| Non-Discretionary | $0 | -- |
| Total | $440,473,336 | $2,247,313 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing