Overview
Assets Under Management: $713 million
Headquarters: LA CROSSE, WI
High-Net-Worth Clients: 81
Average Client Assets: $3 million
Frequently Asked Questions
ADVISORS MANAGEMENT GROUP INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113020), ADVISORS MANAGEMENT GROUP INC is subject to fiduciary duty under federal law.
ADVISORS MANAGEMENT GROUP INC is headquartered in LA CROSSE, WI.
ADVISORS MANAGEMENT GROUP INC serves 81 high-net-worth clients according to their SEC filing dated November 04, 2025. View client details ↓
According to their SEC Form ADV, ADVISORS MANAGEMENT GROUP INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ADVISORS MANAGEMENT GROUP INC manages $713 million in client assets according to their SEC filing dated November 04, 2025.
According to their SEC Form ADV, ADVISORS MANAGEMENT GROUP INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.39
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 4,862
Discretionary Accounts: 4,711
Non-Discretionary Accounts: 151
Regulatory Filings
CRD Number: 113020
Filing ID: 2025117
Last Filing Date: 2025-11-04 15:47:49
Website: 2