Summary
Advised Assets Group
Founded in 2002
Description
Advised Assets Group, LLC (AAG) is a federally-registered investment adviser that provides investment advisory services to retirement plan sponsors, plan participants, and IRA accountholders nationwide. We offer a comprehensive range of investment advisory tools and solutions designed to help plan sponsors and individuals meet their retirement strategies. AAG's goal is for you to leverage our investment expertise to make retirement planning smarter and more accessible than ever before. Our suite of participant and IRA advisory services provides individuals with access to advisory solutions based on how much involvement they desire while addressing retirement goals. Our suite of plan-level advisory services is designed to assist plan sponsors with their roles as fiduciaries while addressing plan performance.
Strengths
- Advised Assets Group has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
- Since Advised Assets Group was founded, the company has grown faster than the industry average
Weaknesses
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
Annual Revenue
Advised Assets Group's annual revenue
$100000000
Based on Kona Equity data
-
Revenue per employee
$30506
-
Variance of revenue growth
0.1
-
Annual revenue growth since founding
$4545454
-
Revenue growth rate from first known quarter to current
131.9%
Employee Count
3278 employees
-
Employee growth rate from first known quarter to current
113.5%
Executives
Katherine Burger
QA Testing Advanced Services Gw Investments Senior Analyst
k**@advisedassetsgroup.comBrian Nowak
Manager, Advisory Services Operations
b**@advisedassetsgroup.comLori Schumann
Operations Analyst
l**@advisedassetsgroup.comThomas Bockenstedt
Product Manager
t**@advisedassetsgroup.comG Score - 4
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Advised Assets Group
- Category: Professional training & coaching
- Industry: Financial Planner
- SIC: 62; 628
- NAICS: 52; 523
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Firmographic data G Score of 4 Founded in 2002 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Advised Assets Group's headquarters are located at 8515 E Orchard Rd Greenwood Village, CO 80111.
Advised Assets Group's official website is advisedassetsgroup.com
Advised Assets Group's annual revenue is $100.0 M.
Advised Assets Group's SIC: 62; 628
Advised Assets Group's NAICS: 52; 523.
Advised Assets Group has 3278 employees
Advised Assets Group is in the industry of Professional training & coaching.
