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, SEC-registered Registered Investment Adviser (since 2022) owned by an individual and focused on serving individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its billing approaches include a percentage-of-AUM fee, hourly charges, and fixed fees. Asset Management Group does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm lists professional ties to an accountant and an insurance company.
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 3Shelly 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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