The WEALTH ADVISORY GROUP is a privately held investment adviser that advises $71.64Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WEALTH ADVISORY GROUP is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 179.6% over the last 5-years.
The Group has been registered with the SEC for 27.26 years and is comprised of 1 filing and 0 relying advisers. They operate out of 25 office locations with their Headquarters at 437 NEWMAN SPRINGS ROAD, LINCROFT, NEW JERSEY. The Group has been subject to regulatory enforcement actions. They are regulated by 12 US and Non-US bodies.
They have 615 employees comprised of 471 investment and 144 non-investment staff. The total number of Employees increased by 52.99% over the last 5-years.
Their $71.64Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 4,250 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $56.04Bn or 78.23% of Total Assets and High Net Worth Individuals own $5.73Bn or 8% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 7 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
WEALTH ADVISORY GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.