This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-25-1997
- Office Locations
- 1
Office Locations
About Asset Advisory Group, Inc.
Asset Advisory Group, Inc. is a Florida-registered RIA in St. Petersburg providing independent asset management/oversight, financial & retirement planning, and pension asset advisory. Serves corporate retirement and pension plans plus individuals with IRAs/rollovers, trusts, and taxable portfolios, including self-directed 401(k) participant accounts and IRA consolidation. Portfolios use a broad mix of vehicles-often ETF-based-with equities and government/corporate/municipal bonds; custody/execution commonly via Charles Schwab.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BELINDA JEAN SHEFFIELD
President
- CRD
- #1030646
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,000,000 | -- |
| Non-Discretionary | $5,000,000 | -- |
| Total | $70,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing