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ASSET MANAGEMENT GROUP, INC.
CRD 110116 · SEC 801-55461
60 LONG RIDGE ROAD, STAMFORD, CT, 06902, United States
Phone
203-964-8300
Fax
203-487-7466
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$898.3M
Discretionary AUM
$898.3M
Team
6 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $73.7M |
| High net worth individuals | 98 | $796.7M |
| Pension/profit sharing plans | 8 | $3.6M |
| Corporations/business entities | 2 | $24.3M |
States served
CA, CO, GA, IL, MD, MA, NJ, NY, NC, PA, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD