The Asset Advisory Group, Inc. Asset Profile

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Year established

1988

Location

Cincinnati OH US

Primary Industry

Financial Services

About

Established in 1988 and based in Ohio, US, The Asset Advisory Group, Inc. is a company that provides private financial services to its clients. The firm has approximately 160 clients and assets under management (AUM) of approximately $370 million. The firm focuses on financial planning, providing clients with financial advisory services, specifically financial coaching, risk management, investments, tax planning, retirement, and estate planning.

Current Investors

Mercer Global Advisors Inc.

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Primary Industry

Financial Services

Sub Industries

Accounting Services

Website

www.taaginc.com

Verticals

FinTech

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Deals

Deals Type
Add-on

Deal Status	Target (s)	Deal Date	Investor(s)	Seller(s)	Deal size (Mn)	Enterprise value (Mn)	Post-money valuation (Mn)	EBITDA multiple (x)	Revenue multiple (x)	Lead partner (s)
Completed	The Asset Advisory Group, Inc.	05 Oct 2022

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