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Amanda Zoch Mcgrath

ASSET ADVISORY GROUP, INC.·KINNELON, New Jersey
Clean recordASSET ADVISORY GROUP, INC.
170 KINNELON ROAD, SUITE 3, KINNELON, NJ 07405CRD# 5198869Firm CRD# 106618

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amanda Zoch Mcgrath · KINNELON, NJ
Registration
CRD #5198869 · ASSET ADVISORY GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Amanda Zoch Mcgrath is a registered financial advisor based in KINNELON, New Jersey, affiliated with ASSET ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
ASSET ADVISORY GROUP, INC.
ASSET ADVISORY GROUP, INC.
AUM
$374M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ASSET ADVISORY GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5198869
Firm CRD# 106618
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amanda Zoch Mcgrath offer?
Amanda Zoch Mcgrath specializes in Financial Planning, Investment Management. Contact their office in KINNELON, New Jersey for a consultation.
What are Amanda Zoch Mcgrath's credentials?
Amanda Zoch Mcgrath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amanda Zoch Mcgrath located?
Amanda Zoch Mcgrath is based in KINNELON, New Jersey, working with ASSET ADVISORY GROUP, INC.. Their office serves clients in the KINNELON metropolitan area and surrounding communities.
How does Amanda Zoch Mcgrath charge for services?
Amanda Zoch Mcgrath's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET ADVISORY GROUP, INC.?
ASSET ADVISORY GROUP, INC. has approximately 5 employees and manages $374M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSET ADVISORY GROUP, INC.

Paul Bernard Zoch
KINNELON, NJ

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Research
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