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 organized as a corporation and SEC-registered since 1998. The firm serves individuals, families and institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines assets-under-management fees with hourly charges. Asset Management Group also maintains registrations as a broker-depended registered representative and as an insurance broker, and it does not operate as a capital allocator or pension consultant. The firm was listed among FA Magazine’s Top RIA Firms 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 1
Legrand Redfield
President, CEOCRD 865752
Contacts
3 of 3
Helen 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 103Active vs passive
$608M in ETFs
96%
$584M
<1%
$24.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP VALUE INDEX FUND (VBR) | Vanguard | Passive | Small Value | $36.5M | 150,058 | 6.00% |
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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