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 registered investment adviser that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm is structured as a corporation, owned by an individual, and is SEC-registered (2022). Its advisory practice charges a mix of percentage-of-AUM fees plus hourly and fixed-fee engagements, and it identifies as a non-ESG investor. Business relationships include ties with an accountant and an insurance company, which appear to support client service and referral pathways. The firm does not present itself as a capital allocator or pension consultant and is not registered as a multi-state adviser.
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 3
Shelly Brockman
Investment Adviser RepresentativeCRD 7436086
Moise Piram
PartnerCRD 4807043
Andrew Nida
PresidentCRD 6317384
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$75.3M in ETFs
49%
$36.7M
30%
$38.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $20.9M | 34,977 | 27.76% |
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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