Choice Advisory Group, Inc. is a mid-sized advisory firm based in Austin. It manages $61.2 million of regulatory assets for 425 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Arkansas, California, and 11 other states.
Choice Advisory Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Choice Advisory Group, Inc. is $61.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 145% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Choice Advisory Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Per O'sullivan has been acting as President since 1 Jun 2006. John Robert Hennes joined the executive team most recently as the Chief Compliance Officer.
The principal office where Choice Advisory Group, Inc. performs its advisory services is located at 9390 Research Blvd, Austin, TX 78759, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-302-6060 or by fax 512-302-6093. The normal business hours are 8:30am-5:00pm on Monday - Friday.