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Asset Advisory Group Inc

EST. AUM
$370,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Cincinnati
CRD Number 107929
Website taaginc.com
Client types

Overview

Mercer Global Advisors, Inc. announced the acquisition of The Asset Advisory Group, Inc in October 2022 TAAG is a respected wealth management firm located in Cincinnati, Ohio that serves approximately 160 clients with assets under management (AUM) of approximately $370 million.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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