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ADVISORS MANAGEMENT GROUP INC

505 King St Ste 208
La Crosse, Wisconsin 54601
Tel: 608-782-0200

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About ADVISORS MANAGEMENT GROUP INC

ADVISORS MANAGEMENT GROUP INC, formally registered with the SEC as ADVISORS MANAGEMENT GROUP INC. The firm was established in 02/13/1989. They have over 3 offices throughout the country.

ADVISORS MANAGEMENT GROUP INC is a La Crosse, Wisconsin based Financial Planning firm with nearly $614,523,209 assets under management, offering retirement planning & investment advisory services to 4689 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#113020
SEC#801-33545
Assets Managed by Firm$614,523,209
No. of Clients4689
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other (BUSINESS CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total4689$614,523,209
Individuals (other than high net worth individuals)1767$343,497,937
High net worth individuals142$270,903,351
Charitable organizationsFewer than 5 clients$97,381
Other investment advisersFewer than 5 clients$24,540

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NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
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ARTISAN PARTNERS LIMITED PARTNERSHIP
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TRUSTAGE INVESTMENT MANAGEMENT
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$35,460,961,00035064
MASON STREET ADVISORS, LLC
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$28,558,864,1663114

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