President and Treasurer · Asset Advisory Group, Inc.
Amanda Z. McGrath
CRD 5198869 · Named on Form ADV at one SEC-registered adviser
At a glance
Asset Advisory Group, Inc., an SEC-registered wealth manager based in Kinnelon, NJ with $480 million in regulatory assets, lists Amanda Z. McGrath on its Form ADV as President and Treasurer, a control person.
Firms and roles
- Asset Advisory Group, Inc.President and TreasurerWealth manager · Kinnelon, NJ · $480M in regulatory assets
AtlasMembers
Amanda’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Paul B. ZochVice President, Secretary and Chief Compliance Officer, Asset Advisory Group, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amanda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.