AG Asset Advisory Family Office

Overview

AG Asset Advisory, LLC is the firm’s primary business name.¹ Its principal office is in Los Angeles, California.¹² The firm’s regulatory record reports two additional offices and three employees as of March 5, 2026.¹ The firm says it coordinates clients’ existing financial advisers and other professionals.²

History

Anthony Glomski is identified by the firm as its founder and principal.⁴ The firm’s website also describes Glomski as the author of *Liquidity & You*, a guide for technology and business entrepreneurs approaching an exit.² The available records do not state a founding year.¹²

Leadership

Anthony Glomski serves as founder and principal of AG Asset Advisory.⁴ A 2017 U.S. News article also identified him as principal and founder of the Los Angeles based firm.⁵

Services

The firm’s regulatory record lists financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and an additional “Other” advisory category.¹ Its Form CRS identifies portfolio management, financial planning and consulting, and pension consulting as primary services for retail investors.³

The firm’s website describes investment consulting for discretionary accounts, alternative investments, and institutional solutions.² It also lists centralized reporting across accounts, assets, and advisers.² Additional website listed services include tax mitigation, charitable tax planning, exit and liquidity planning before, during, and after a transaction, disaster recovery planning, and support for building a family legacy or dynasty.²

The website also lists lifestyle services and special projects such as concierge medicine, family or personal privacy, investigations, and due diligence.² Other listed offerings include philanthropic advisory and financial therapist support for money related family issues and post exit life direction.² The firm states that it is not engaged in law or accounting and may work with unaffiliated tax, insurance, trust, and legal specialists.⁶

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client focus

The firm describes its target clients as successful entrepreneurs whose financial situations involve complexity.² Its regulatory record lists 33 high net worth individual clients, two non high net worth individual clients, and two charitable organization clients as of March 5, 2026.¹

Investment philosophy and approach

The firm says its process begins with understanding the client and available options, followed by bespoke implementation and ongoing collaboration.² It says it acts as a fiduciary and must place client interests ahead of its own.² The firm’s Form CRS says accounts are generally monitored on an ongoing basis and reviewed at least quarterly.³

The firm primarily manages accounts on a discretionary basis and also offers non discretionary management services.³ Mutual funds are used primarily to implement client portfolios, while the firm says its advice is not restricted to a particular investment type or product.³ In a 2017 U.S. News article, Glomski expressed the view that investors prioritize aligning money with personal values.⁵

Assets and minimums

The firm reported $440,473,336 in regulatory assets under management as of March 5, 2026.¹ The reported client assets included $410,467,805 for high net worth individuals, $4,847,116 for non high net worth individuals, and $25,158,415 for charitable organizations.¹

The firm generally requires a minimum account size, although its Form CRS says that requirement may be waived at the firm’s discretion.³ Its regulatory record lists percentage of assets, fixed fee, and performance based fee arrangements.¹ The Form CRS says asset based fees are typically payable quarterly in advance, fixed fee arrangements are negotiable, and performance based fees are payable annually in arrears.³

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Los Angeles

  This Los Angeles directory helps compare firms serving affluent families and business owners in the region. It can give readers context for evaluating services such as investment management, tax planning, administration, insurance, and private investments alongside AG Asset Advisory's virtual family office approach.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, beneficiaries, and related decisions. A family considering AG Asset Advisory can use these materials to prepare questions about estate planning, philanthropy, wealth transfer, and how those priorities connect with investment, tax, and risk planning.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and community perspectives for single family offices and wealthy families. Readers can use it to understand family office responsibilities, governance, administration, and investment oversight when assessing whether AG Asset Advisory's virtual model fits their financial complexity and entrepreneurial background.

• GuideMFO fee models compared

  This fee model comparison explains common ways multifamily offices charge for advice and administration. Reviewing the differences can help a prospective client ask clearer questions about costs for investment management, planning, bill pay, risk services, and alternative investments before speaking with a Los Angeles adviser.

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Sources

1. SEC Form ADV , as of March 5, 2026; accessed October 23, 2026.
2. AG Asset Advisory , accessed October 23, 2026.
3. AG Asset Advisory Form CRS , dated June 24, 2020; accessed October 23, 2026.
4. AG Asset Advisory blog disclosure , accessed October 23, 2026.
5. U.S. News via WTOP , published May 1, 2017; accessed October 23, 2026.
6. AG Asset Advisory disclosures , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.