Unclaimed Profile

David E Workman Ii

ASSET ADVISORY GROUP INC·CINCINNATI, Ohio

Clean record12 years registeredASSET ADVISORY GROUP INC

9200 MONTGOMERY ROAD, CINCINNATI, OH 45242CRD# 5579070Firm CRD# 107929

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David E Workman Ii · CINCINNATI, OH

Registration

CRD #5579070 · ASSET ADVISORY GROUP INC · 12 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Oct 2022 – present

ASSET ADVISORY GROUP INC

Jan 2014 – Jan 2023

CINCINNATI, OH

Registrations & Exams

Registration record

First registered · January 9, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSET ADVISORY GROUP INC

CRD 107929 · SEC 801-55031

AUM

$399M

Regulatory assets under management

Employees

886 client accounts

Services offered by ASSET ADVISORY GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ASSET ADVISORY GROUP INC →

Introduction

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Frequently Asked Questions

What services does David E Workman Ii offer?

David E Workman Ii specializes in Financial Planning, Investment Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are David E Workman Ii's credentials?

David E Workman Ii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David E Workman Ii located?

David E Workman Ii is based in CINCINNATI, Ohio, working with ASSET ADVISORY GROUP INC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does David E Workman Ii charge for services?

David E Workman Ii's firm is compensated through percentage of aum, 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 8 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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