AG Asset Advisory

AG Asset Advisory

AG Asset Advisory was established in 2010 by Anthony Glomski in Los Angeles. Glomski, author of Liquidity and You, created the firm to address the financial complexity that follows successful business exits. The multi-family office works with entrepreneurs on wealth preservation and liquidity planning. The firm constructs portfolios across public and private markets while avoiding direct co-investments, hedge funds and private equity. Services include tax mitigation strategies, centralized reporting and philanthropic advisory. Geographic focus remains North America. No specific portfolio holdings or co-investors appear in public materials. The team includes Chief Investment Officer Brian Thomas, who joined early in the firm's formation, and Executive Assistant Mary Gregory. Additional offices are not disclosed. Philanthropic vehicles include the Pinpoint Foundation, Project Hope Alliance and Surfrider Foundation. Anthony Glomski maintains board involvement with the International Palm Society. The structure operates as an SEC-registered RIA delivering virtual family office services. Coordination with outside counsel, such as trust attorney Jason Trenton, and business partners like Russ Alan Prince forms the operating model. This setup allows integration of existing advisors without building a large internal payroll.