Advisors Management Group Inc

RIASEC Registered

Total AUM

$820M

Discretionary

$807M

98% of AUM

Avg account

$165K

Accounts

4,960

Employees

Advisory reps

Firm details

Headquarters: La Crosse, Wisconsin
CRD number: 113020
Registered since: February 13, 1989
Website: www.advisorsmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals66.52%
HNWI33.46%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Advisors Management Group Inc is an independent registered investment adviser that has been SEC-registered since 1989. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its ownership is a mix of a domestic entity and individual ownership, and the firm also lists accounting among its business activities. Fee arrangements are flexible and include percentage-of-assets, hourly fees, and fixed-fee engagements. The firm does not identify as an active ESG investor. Although it is not described as a capital allocator in the snapshot metadata, Advisors Management Group Inc places client capital into third-party alternative managers for private placements and real estate investments.