Anthony Glomski

Anthony Glomski is Principal and Founder of AG Asset Advisory, an SEC-registered investment advisory firm that works with tech entrepreneurs and business owners approaching liquidity.  He is an alumnus of KMPG, a member of the Milken Institute’s Young Leaders Circle and the Silicon Beach Surfers, and is involved with various charity organizations.  Anthony is a contributor on MariaShriver.com and is authoring a forthcoming book on how entrepreneurs facing liquidity events can make smart decisions about their wealth.

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About Us

Anthony’s 18 years of diverse roles in financial services has taught him that many entrepreneurs are faced with a dilemma. As business owners, they were responsible for looking out for employees and family, but oftentimes no one was looking after them. Anthony founded his advisory firm to fill that void and now serves a select number of clients who’ve entrusted their personal, retirement, and legacy assets for management. Together with his strategic partners and staff, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring that their assets aren’t unjustly taken, and charitable giving. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply consulting on investments. In the AG model, a client becomes the CEO of the client’s financial life, and AG becomes the client’s personal CFO.

Originally from the Midwest, Anthony began his career at KPMG, a Big Four accounting firm in Chicago, where he audited private and publicly traded companies. He then moved to the front line of the investment world while working on the trading floor of the Chicago Board Options Exchange and in London in the early days of electronic trading. He relocated to San Francisco in time to experience the height of the dot-com boom firsthand.

Anthony is a widely recognized leader in the financial advisor community. He is an author and public speaker and has made media appearances. He serves on the Tyler Clementi Foundation Board of Directors and is involved with various charities. He’s also an avid surfer and a member of the Porsche Club of America. He splits his time between Los Angeles and New York.

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Contact

Asset Advisory, LLC
10100 Santa Monica Blvd, Ste 300
Los Angeles, CA 90067
United States
Phone: 310-907-9220
Fax: 310-954-9865

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