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Amanda Zoch Mcgrath

ASSET ADVISORY GROUP, INC.·KINNELON, New Jersey
SIE, Series 7, Series 63, Series 65CFPClean record9 years registeredASSET 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. · 9 years registered
Brand Profile
Not yet started
01

Career History

ASSET ADVISORY GROUP, INC.
May 2017 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · May 30, 2017
Years registered · 9
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASSET ADVISORY GROUP, INC.
CRD 106618 · SEC 801-46343
AUM
$374M
Regulatory assets under management
Employees
5
548 client accounts
Services offered by ASSET ADVISORY GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ASSET ADVISORY GROUP, INC. →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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