← Back to searchVisit website
ADVISORS MANAGEMENT GROUP INC
CRD 113020 · SEC 801-33545
505 KING ST STE 208, LA CROSSE, WI, 54601, United States
Phone
608-782-0200
Fax
608-782-0756
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$819.6M
Discretionary AUM
$806.9M
Team
17 total employees; 12 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingBUSINESS CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1807 | $545.2M |
| High net worth individuals | 105 | $274.3M |
| Charitable organizations | 5 | $127K |
| Other investment advisers | 1 | $83 |
States served
AZ, CA, CO, GA, IL, IA, LA, MI, MN, MT, NE, NC, OH, SC, TN, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD