ADVISORS MANAGEMENT GROUP INC
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
FINTRXOverview
Advisors Management Group Inc is an independent registered investment adviser, organized as a corporation and SEC-registered since 1989. The firm serves both individual and family clients as well as institutional accounts. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, plus pension consulting; the firm also lists accounting among its business activities. Fee arrangements include asset-based fees, hourly billing and fixed fees. The firm is not identified as an active ESG investor or a multi-state adviser, and it is not structured as a capital allocator.
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 Equities53%
- Non-Exchange Traded Equities22%
- Cash & Cash Equivalents17%
- Public Funds/Mutual Funds8%
Owners & executives
3 of 3ROGER DEETS
Chief Executive OfficerCRD 1022210
WARREN DEETS
Chief Operating OfficerCRD 5355845
JULIE DEETS
Chief Financial OfficerCRD 1363608
Contacts
3 of 9LUKE SPINK
Financial AdvisoryCRD 7889311
ASHLEY VEGA
Investment Advisor RepresentativeCRD 6127834
Shay Benedict
Investment Advisor RepresentativeCRD 7274218
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$211M in ETFs
47%
$98.4M
53%
$113M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $96.6M | 1,917,031 | 45.73% |
Location
LA CROSSE, WI
LA CROSSE
Location
LA CROSSE, WI
Headquartered in LA CROSSE, WI, in the Midwest of the United States.
- Region
- Midwest
- County
- LA CROSSE
- Address
- 505 King St
- Time zone
- CT (UTC-6)
- Office locations
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