AdvisorOS Directory
Claim Profile
Unclaimed Profile
PZ

Paul Bernard Zoch

ASSET ADVISORY GROUP, INC.·KINNELON, New Jersey
Series 2, Series 7, Series 24, Series 63Clean record30 years registeredASSET ADVISORY GROUP, INC.
170 KINNELON ROAD, SUITE 3, KINNELON, NJ 07405CRD# 727907Firm CRD# 106618

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Bernard Zoch · KINNELON, NJ
Registration
CRD #727907 · ASSET ADVISORY GROUP, INC. · 30 years registered
Brand Profile
Not yet started
01

Career History

ASSET ADVISORY GROUP, INC.
Sep 1995 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 7
Series 24
Series 63
Registration record
First registered · September 13, 1995
Years registered · 30
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. →
Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in KINNELON?

Browse all registered financial advisors in KINNELON, New Jersey or claim this profile if it's yours.

Browse KINNELON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Paul Bernard Zoch offer?
Paul Bernard Zoch specializes in Financial Planning, Investment Management. Contact their office in KINNELON, New Jersey for a consultation.
What are Paul Bernard Zoch's credentials?
Paul Bernard Zoch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Bernard Zoch located?
Paul Bernard Zoch 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 Paul Bernard Zoch charge for services?
Paul Bernard Zoch'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ASSET ADVISORY GROUP, INC.

Amanda Zoch Mcgrath
KINNELON, NJ
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile