Asset Management Group
Firm details
- Headquarters
- Cartersville, Georgia
- CRD number
- 319444
- Registered since
- May 19, 2022
- Website
- assetmgmtgrp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.2%
- Individuals45.8%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Asset Management Group is an independent, corporation-structured registered investment adviser focused on individual and family clients. The firm is SEC-registered (registration year 2022) and provides financial planning and portfolio management for individuals and small businesses. Ownership is listed as individual, and the firm charges clients by percentage of AUM as well as offering hourly and fixed-fee arrangements. Asset Management Group reports it is not an active ESG investor and is not primarily a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities45%
- Cash & Cash Equivalents4%
Contacts
3 of 4
Andrew Nida
PresidentCRD 6317384
Moise Piram
PartnerCRD 4807043
Shelly Brockman
Investment Adviser RepresentativeCRD 7436086
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$93.9M in ETFs
52%
$49.2M
28%
$44.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $25.3M | 36,056 | 26.93% |
Location
Cartersville, GA
Bartow
Location
Cartersville, GA
Headquartered in Cartersville, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Bartow
- Address
- 106 N Bartow St
- Time zone
- ET (UTC-5)
- Office locations
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