Overview
Assets Under Management: $713 million
Headquarters: LA CROSSE, WI
High-Net-Worth Clients: 12
Average Client Assets: $41 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.46
Average High-Net-Worth Client Assets: $41 million
Total Client Accounts: 4,862
Discretionary Accounts: 4,711
Non-Discretionary Accounts: 151
Regulatory Filings
CRD Number: 113020
Filing ID: 2001564
Last Filing Date: 2025-07-08 11:09:00
Website: https://amgteam.com