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ASSET MANAGEMENT GROUP, INC.
60 Long Ridge Road
Stamford, Connecticut 06902
Tel: 203-964-8300
About ASSET MANAGEMENT GROUP, INC.
ASSET MANAGEMENT GROUP, INC, formally registered with the SEC as ASSET MANAGEMENT GROUP, INC. The firm was established in 04/30/1998. They have over 1 offices throughout the country.
ASSET MANAGEMENT GROUP, INC. is a Stamford, Connecticut based Financial Planning firm with nearly $695,507,968 assets under management, offering retirement planning & investment advisory services to 1453 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110116 |
| SEC# | 801-55461 |
| Assets Managed by Firm | $695,507,968 |
| No. of Clients | 1453 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1453 | $695,507,968 |
| Individuals (other than high net worth individuals) | 153 | $49,722,738 |
| High net worth individuals | 105 | $621,738,342 |
| Pension and profit sharing plans | 7 | $3,340,786 |
| Corporations or other businesses | 2 | $20,706,102 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
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| $107,251,821,000 | 4 | 524 |
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