AG Asset Advisory

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1007 Cypress Ave, Los Angeles, Californi...

Phone Number

(310) 907-9220

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
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Apr
May
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ZI Rank
2
2
1
1
2
2

About AG Asset Advisory

AG Asset Advisory is a family office based in Los Angeles that specializes in providing bespoke wealth planning strategies and customized solutions for successful entrepreneurs approaching liquidity events. The firm focuses on helping clients optimize their financial world by minimizing taxes, managing complexity, and leveraging opportunities. Their services include philanthropic advisory, investment consulting, and exit planning, tailored to the unique needs of each client. AG Asset Advisory aims to empower entrepreneurs to achieve exceptional outcomes and create a lasting legacy.Explore more
AG Asset Advisory's Social MediaPopular SearchesAg Asset Advisory LLCAG Asset AdvisoryA G Asset Management LLCAg Asset Consulting LLCAg Asset Management LLCSIC Code 62,628NAICS Code 52,523Show more

AG Asset Advisory Org Chart

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Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

AG Asset Advisory

<$5M
1-10
Private
-
2010
BT
Brian ThomasChief Investment Officer
$5M
11-50
Private
-
2000
TH
Tavis HolsingerFinancial Advisor
<$5M
1-10
Private
-
-
AL
Angie LohCEO & Founder
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2005
AO
Andrea Olsen-CondonPresident & Chief Investment Officer
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2018
KB
Kirk BadiiManaging Partner
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

AG Asset Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

AG Asset Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about AG Asset Advisory.

AG Asset Advisory Tech Stack

A closer look at the technologies used by AG Asset Advisory

AG Asset Advisory News & Media

  • Pervasip Raises $2.5 Million in Non-Dilutive Capital

    Seattle, Washington--(Newsfile Corp. - January 13, 2022) - Pervasip Corp. (OTC Pink: PVSP) ("Pervasip" or the "Company"), a developer of companies and technologies in high value emerging markets, and its subsidiaries, Artizen Corporation ("Artizen") and Zen Asset Management LLC ("ZAM"), today announced the execution of agreements with Active Investment Co LLC ("Active") and a group of investors to provide ZAM with $2.5 million in non-dilutive financing, which ZAM will use to develop and build...
  • Zen Asset Management Finalizing Strategic Cultivation Changes

    Seattle, Washington--(Newsfile Corp. - January 11, 2022) - Pervasip Corp. (OTC Pink: PVSP) ("Pervasip" or the "Company"), a developer of companies and technologies in high value emerging markets, and its subsidiaries, Artizen Corporation ("Artizen") and Zen Asset Management LLC ("ZAM"), a diversified asset management company that was founded to acquire, develop, and support companies and technologies in the cannabis industry, have finalized a strategic plan to upgrade all Washington State cultiv
  • Pervasip Appoints New CFO and COO

    Seattle, Washington--(Newsfile Corp. - January 6, 2022) - Pervasip Corp. (OTC Pink: PVSP) ("Pervasip" and the "Company") a developer of companies and technologies in high value emerging markets, and its subsidiaries, Artizen Corporation ("Artizen") and Zen Asset Management LLC ("ZAM"), a diversified asset management company that was founded to acquire, develop, and support companies and technologies in the cannabis industry, today announced the appointment of George Jordan as Chief Financial and
  • Artizen-Branded Flower Sales Ranked Amongst Top Ten Nationally

    Seattle, Washington--(Newsfile Corp. - December 10, 2021) - Pervasip Corp. (OTC Pink: PVSP) ("Pervasip" or the "Company"), a developer of companies and technologies in high value emerging markets, and its subsidiaries, Artizen Corporation ("Artizen") and Zen Asset Management LLC ("ZAM"), a diversified asset management company that was founded to acquire, develop, and support companies and technologies in the cannabis industry, are pleased to announce that Artizen-branded flower products ranked a
  • Pervasip Appoints New President and CEO

    Seattle, Washington--(Newsfile Corp. - December 6, 2021) - Pervasip Corp. (OTC Pink: PVSP) ("Pervasip" or the "Company"), a developer of companies and technologies in high value emerging markets, and its subsidiaries, Artizen Corporation ("Artizen") and Zen Asset Management LLC ("ZAM"), a diversified asset management company that was founded to acquire, develop, and support companies and technologies in the cannabis industry, today announced the appointment of German Burtscher as President and C
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Frequently Asked Questions Regarding AG Asset Advisory

What is AG Asset Advisory's official website?
AG Asset Advisory's official website is www.agassetadvisory.com
What is AG Asset Advisory's Revenue?
AG Asset Advisory's revenue is <$5 Million
What is AG Asset Advisory's SIC code?
AG Asset Advisory's SIC: 62,628
What is AG Asset Advisory's NAICS code?
AG Asset Advisory's NAICS: 52,523
How many employees does AG Asset Advisory have?
AG Asset Advisory has 1-10 employees
What industry does AG Asset Advisory belong to?
AG Asset Advisory is in the industry of: Finance, Securities Trading
What is AG Asset Advisory competition?
AG Asset Advisory top competitors include: Pillar Wealth Management, Core Advisors, Badii Group Private Wealth Management, Aspen Wealth Management
What technology does AG Asset Advisory use?
Some of the popular technologies that AG Asset Advisory uses are: WooCommerce, WordPress.org, PHP, MailChimp
How do I contact AG Asset Advisory?
AG Asset Advisory contact info: Phone number: (310) 907-9220 Website: www.agassetadvisory.com
What does AG Asset Advisory do?

AG Asset Advisory is a family office based in Los Angeles that specializes in providing bespoke wealth planning strategies and customized solutions for successful entrepreneurs approaching liquidity events. The firm focuses on helping clients optimize their financial world by minimizing taxes, managing complexity, and leveraging opportunities. Thei... r services include philanthropic advisory, investment consulting, and exit planning, tailored to the unique needs of each client. AG Asset Advisory aims to empower entrepreneurs to achieve exceptional outcomes and create a lasting legacy.Read More

What are AG Asset Advisory social media links?
AG Asset Advisory Linkedin page AG Asset Advisory Twitter page
Is AG Asset Advisory a public company?
AG Asset Advisory is private company therefore does not currently have an official ticker symbol
See more information about AG Asset Advisory

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