# AG Asset Advisory

AG Asset Advisory is a Multi Family Office based in Los Angeles, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Founded:** 2010
- **Assets under management:** 409 (Altss estimate)
- **Website:** agassetadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/ag-asset-advisory

## About

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 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.

## Sectors

- Wealth Planning

## People

- Anthony Glomski — Principal & Founder
- Brian Thomas — Chief Investment Officer

## Questions

### Who runs investment decisions at AG Asset Advisory?

Anthony Glomski serves as Principal and Founder. Brian Thomas, CFA, acts as Chief Investment Officer and has worked with Glomski since 2000 on portfolio construction and risk management.

### Does AG Asset Advisory participate in fund commitments or only direct deals?

The firm avoids direct co-investments and SPVs. It focuses on customized portfolios and coordination with external advisors rather than primary fund commitments or direct private equity.

### What investment stages does AG Asset Advisory typically target?

The firm does not disclose stage preferences. Its materials emphasize post-liquidity wealth planning and portfolio construction across public and private markets for established entrepreneurs.

## Related profiles

- [Victrix](https://altss.com/profile/victrix)
- [Heritage Family Offices](https://altss.com/profile/heritage-family-offices)

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Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/ag-asset-advisory

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