ADVISED ASSETS GROUP, LLC
ADVISED ASSETS GROUP, LLC (CRD# 112058) is an SEC-Registered Investment Advisor (RIA), headquartered in Greenwood Village, CO. The SEC approved the firm to operate as an RIA in Nov 2000. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $31.7 Billion, and has discretion over 96% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .
ADVISED ASSETS GROUP, LLC also reported in Oct 2018: 253 employees, with 247 performing advisory functions. A total of 49 office locations. No registrations with foreign financial regulatory authorities. NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ADVISED ASSETS GROUP, LLC has no disclosure events reported to the SEC at this time.
View ADVISED ASSETS GROUP, LLC's most recent Form ADV filing
ADVISED ASSETS GROUP, LLC has Notice Filings with the following State Securities Authorities: AK-May 2002, AL-Mar 2005, AR-Apr 2005, AZ-Nov 2002, CA-May 2002 , CO-Apr 2001, CT-Mar 2005, DC-Nov 2002, DE-May 2003, FL-Nov 2002 , GA-Nov 2002, HI-Mar 2005, IA-Mar 2004, ID-Mar 2005, IL-Dec 2002 , IN-Nov 2002, KS-May 2002, KY-Mar 2005, LA-Nov 2002, MA-Nov 2002 , MD-Nov 2002, ME-Nov 2002, MI-Nov 2002, MN-Nov 2002, MO-Nov 2002 , MS-Mar 2004, MT-Mar 2005, NC-Mar 2005, ND-Mar 2005, NE-Mar 2005 , NH-Mar 2003, NJ-Apr 2005, NM-Mar 2005, NV-Mar 2005, NY-Nov 2002 , OH-Mar 2005, OK-Mar 2003, OR-Mar 2005, PA-May 2002, PR-Mar 2005 , RI-Mar 2005, SC-Mar 2005, SD-Mar 2005, TN-May 2002, TX-May 2002 , UT-Mar 2004, VA-Nov 2002, VI-Aug 2014, VT-Mar 2005, WA-May 2002 , WI-May 2002, WV-Nov 2002, WY-Mar 2018
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