Family Office - Multi • Los Angeles, United States

AG Asset Advisory

AG Asset Advisory is a family office - multi based in Los Angeles, United States, founded in 2010. Verified contact details, AUM data, and investment preferences on FindLPs.

$325M
Assets Under Mgmt
2010
Year Founded
Family Office - Multi
Investor Type
Los Angeles, United States
Headquarters
About

AG Asset Advisory

AG Asset Advisory is an SEC-registered Family Office. We design bespoke wealth planning strategies and customized solutions for highly successful entrepreneurs that avoid missing potential opportunities and achieve the outcomes you want. Our team works extensively with entrepreneurs to build family offices and optimize their financial world. This collaborative process addresses an array of family, financial and lifestyle concerns along with coordination and oversight of various professionals to keep everyone focused tightly on their goals. A defining characteristic of the entrepreneurs we work with is the complexity in their lives and their desire to address this complexity effectively. This is the critical issue that inspired our venture to solve that problem.

Investment Focus

What AG Asset Advisory Invests In

Investment types: Growth Capital, Joint Venture/Partner, Securities

Sectors & themes: Debt Management, Investment Management, Legal & Tax Services, Trust Management, Wealth & Estate Planning, Finance, Financial Services

Preferred geographies: United States

Location: 10100 Santa Monica Blvd\nSuite 300\nLos Angeles\nCalifornia\n90067\nUnited States

Contact AG Asset Advisory

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.