Choice Advisory Group, Inc. (Austin)

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.

Choice Advisory Group: assets under management

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 firm manages $61.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $144 thousand each.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Choice Advisory Group, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Arthur Itzen	Shareholder	1 Jan 1986	50% - 75%	853436
Inc Choice Asset Management	Shareholder	1 Apr 1990	75% - 100%	74-2568262
Donald Arthur Itzen	President-director	1 Aug 2000	Other	853436
James Griffith Kaighin	Chief compliance officer	1 Oct 2000	Other	702606
Vivian Denise Jackson	Secretary-director	1 Dec 2001	Other	3035924
Inc. Prbj	Shareholder	1 Apr 2005	50% - 75%	74-228863
Vivian Denise Jackson	Chief compliance officer	1 Aug 2005	Other	3035924
John Per O'sullivan	President	1 Jun 2006	Other	4175831
John Maurits Dapper	Corporate sec/treasurer	1 Jun 2006	Other	5138208
Craig Lamont Miller	Chief executive officer/chief compliance officer	1 Apr 2007	Other	1184029
Hector Raul Eichelmann	President	1 Apr 2007	Other	1718301
John Robert Hennes	Chief compliance officer	1 Mar 2009	Other	1147105

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Paul Alan Jacobs	Shareholder	1 Dec 1982	50% - 75%	4997766
Betty L Jacobs	Shareholder	1 Dec 1982	25% - 50%	4997772
Richard Alan Jacobs	Shareholder	1 Dec 1982	25% - 50%	4997776
Donald Arthur Itzen	Shareholder	1 Aug 1984	50% - 75%	853436
Inc. Choice Asset Management	Shareholder	1 Mar 2005	75% - 100%	74-2568262

Based in Austin

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.