AG
CFP
AG
CFP

As'ad Gourani

8 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate PlanningInsurance Planning
Compensation
Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,776 clients
Average Client Portfolio
$1K average
Assets Under Management
$2.1M

Fee Structure

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Location

455 E Eisenhower Pkwy, Suite 300, Ann Arbor, MI, 48108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

As'Ad is the founder and CEO of AG Tax Advisors, LLC, offering tax preparation and consulting services, dedicating about 10 hours per week to this business during tax season. Additionally, As'Ad provides contract-based financial planning work for other registered investment advisers, including Origin Financial LLC, spending nearly full-time hours on this activity.

Employment History
Current Registrations
Origin Investment Advisory LLC
October 2021 - Present · 4 yrs 4 mos
AG Wealth Management, PLLC
October 2017 - Present · 8 yrs 4 mos
State Registrations2 states
MINY
Advisor
Exams
No exam information available for this advisor.