Overview
Assets Under Management: $200 million
Headquarters: CARTERSVILLE, GA
High-Net-Worth Clients: 58
Average Client Assets: $1.9 million
Frequently Asked Questions
ASSET MANAGEMENT GROUP 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 #319444), ASSET MANAGEMENT GROUP is subject to fiduciary duty under federal law.
ASSET MANAGEMENT GROUP is headquartered in CARTERSVILLE, GA.
ASSET MANAGEMENT GROUP serves 58 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, ASSET MANAGEMENT GROUP offers financial planning and portfolio management for individuals. View all service details ↓
ASSET MANAGEMENT GROUP manages $200 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, ASSET MANAGEMENT GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.20%
Average Client Assets: $1.9 million
Total Client Accounts: 1,808
Discretionary Accounts: 1,808
Regulatory Filings
CRD Number: 319444
Filing ID: 2089129
Last Filing Date: 2026-03-31 12:30:39