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Insights

Boutique Family Office AG Asset Advisory is an SEC-registered family office with a small team (2-10 employees) serving high-net-worth entrepreneurs, indicating a potential need for scalable wealth planning services, outsourced CIO capabilities, and coordinated multi-professional oversight.

bespoke Wealth The firm focuses on designing bespoke wealth planning strategies and coordinated oversight of professionals, suggesting opportunities to upsell integrated family office services, concierge financial planning, and tailored tax-efficient investment strategies.

Media Elevation With features in Forbes, US News & World Report, and Yahoo! Tech, there is perceived credibility and visibility; potential for partnerships, sponsored content, or speaking engagements to reach similar audience segments.

Tech Stack Utilizes a modern technology stack (HubSpot, AWS, Wix/WordPress/Shopify, Google Cloud, Microsoft 365) that indicates openness to digital marketing, CRM-driven client journeys, and secure data workflows—opportunities to optimize client onboarding, automation, and reporting.

Growth Signals Revenue is within the small-to-mid market range for boutique advisory firms; potential cross-sell of expanded family office services, liquidity planning, and exit-readiness consulting to entrepreneurs seeking orderly transitions and wealth transfer.

Similar companies to AG Asset Advisory Family Office

AG Asset Advisory Family Office Tech Stack

AG Asset Advisory Family Office uses 8 technology products and services including HubSpot Analytics, Amazon Web Services, Wix, and more. Explore AG Asset Advisory Family Office's tech stack below.

AG Asset Advisory Family Office's Email Address Formats

AG Asset Advisory Family Office uses at least 2 email formats:
AG Asset Advisory Family Office Email FormatsExamplePercentage
Last@agassetadvisory.comDoe@agassetadvisory.com
67%
FLast@agassetadvisory.comJDoe@agassetadvisory.com
33%

Frequently Asked Questions

What is AG Asset Advisory Family Office's phone number?

Minus sign iconPlus sign icon You can contact AG Asset Advisory Family Office's main corporate office by phone at
+1-949-287-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is AG Asset Advisory Family Office's official website and social media links?

Minus sign iconPlus sign iconAG Asset Advisory Family Office's official website is agassetadvisory.com and has social profiles on LinkedIn.

How much revenue does AG Asset Advisory Family Office generate?

Minus sign iconPlus sign icon As of September 2026, AG Asset Advisory Family Office's annual revenue is estimated to be $1M - $10M.

What is AG Asset Advisory Family Office's NAICS code?

Minus sign iconPlus sign iconAG Asset Advisory Family Office's NAICS code is 52 - Finance and Insurance.

How many employees does AG Asset Advisory Family Office have currently?

Minus sign iconPlus sign iconAs of September 2026, AG Asset Advisory Family Office has approximately 3 employees across 2 continents, including North America and Europe. Key team members include Executive Assistant: M. G. Explore AG Asset Advisory Family Office's employee directory with LeadIQ.

What industry does AG Asset Advisory Family Office belong to?

Minus sign iconPlus sign iconAG Asset Advisory Family Office operates in the Financial Services industry.

What technology does AG Asset Advisory Family Office use?

Minus sign iconPlus sign iconAG Asset Advisory Family Office's tech stack includes HubSpot Analytics, Amazon Web Services, Wix, WordPress, Shopify, Microsoft 365, Google Cloud and AddToAny Share Buttons.

What is AG Asset Advisory Family Office's email format?

Minus sign iconPlus sign iconAG Asset Advisory Family Office's email format typically follows the pattern of Last@agassetadvisory.com. Find more AG Asset Advisory Family Office email formats with LeadIQ.

When was AG Asset Advisory Family Office founded?

Minus sign iconPlus sign iconAG Asset Advisory Family Office was founded in 2010.
AG Asset Advisory Family Office logo

AG Asset Advisory Family Office

Financial ServicesCalifornia, United States2-10 Employees

AG Asset Advisory Family Office is an SEC-registered firm that designs tailored wealth planning strategies and customized solutions for highly successful entrepreneurs. The advisory process focuses on coordinating and overseeing a range of professionals to address family, financial, and lifestyle concerns, helping clients avoid missed opportunities and achieve their desired outcomes. Based in Los Angeles, the firm places emphasis on building family offices and optimizing clients’ financial environments through collaborative engagement with their entrepreneur clients.

Section iconCompany Overview

Phone number
+1-949-287-****
Website
agassetadvisory.com
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    AG Asset Advisory Family Office's revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Executive Assistant at AG Asset Advisory Family Office
    M. G.
    Executive Assistant
    Mobile Phone

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