ASSET MANAGEMENT GROUP, INC.
Firm details
- Headquarters
- STAMFORD, Connecticut
- CRD number
- 110116
- Registered since
- April 30, 1998
- Website
- www.amgplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI88.69%
- Individuals8.21%
- Corporations / Businesses2.7%
- Pension & Profit Sharing Plans0.4%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Asset Management Group, Inc. is an independent registered investment adviser operating as a corporation and registered with the SEC since 1998. Its client mix includes individuals, families and institutional accounts. The firm provides financial planning and portfolio management for individuals and small businesses and also conducts business as a registered representative of a broker-dealer and as an insurance broker. Fee arrangements combine a percentage-of-AUM model with hourly charges. Asset Management Group, Inc. does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or capital allocator. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities70%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1LEGRAND REDFIELD
President, CEOCRD 865752
Contacts
3 of 3HELEN REDFIELD
Executive Vice PresidentCRD 4367082
MICHELLE ROSS
Vice President of OperationsCRD 5809802
JAMES CUMINALE
DirectorCRD 4367052
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$548M in ETFs
96%
$525M
<1%
$22.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP VALUE INDEX FUND (VBR) | Vanguard | Passive | Small Value | $33.2M | 152,663 | 6.06% |
Location
STAMFORD, CT
FAIRFIELD
Location
STAMFORD, CT
Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 60 Long Ridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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