Asset Management Group Investment Corp.

RIASEC Registered
Total AUM
$151M
Discretionary
$151M
100% of AUM
Avg account
$8.4M
Accounts
18
Employees
2
Advisory reps
2

Firm details

Headquarters
Greenwood Village, Colorado
CRD number
168369
Registered since
August 5, 2013
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Asset Management Group Investment Corp. is a corporate adviser that manages pooled investment vehicles across multiple strategies and serves institutional clients. The firm is registered with the SEC (registration year 2013). Its activities span hedge fund, private equity, venture capital and real estate fund management, and it also selects and oversees other advisers for pooled vehicles. Fee arrangements include asset-based charges, performance-linked fees and hourly billing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 198

Active vs passive

$4B in ETFs

Passive

93%

$3.8B

Active

0%

$270M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$434M569,20710.78%

Location

Primary office

Greenwood Village, CO

Arapahoe

Location

Greenwood Village, CO

Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
6295 Greenwood Plaza Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth