Overview
Assets Under Management: $424 million
Headquarters: NORTHBROOK, IL
High-Net-Worth Clients: 125
Average Client Assets: $2.8 million
Frequently Asked Questions
ASSET MANAGEMENT GROUP LTD 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 #109581), ASSET MANAGEMENT GROUP LTD is subject to fiduciary duty under federal law.
ASSET MANAGEMENT GROUP LTD is headquartered in NORTHBROOK, IL.
ASSET MANAGEMENT GROUP LTD serves 125 high-net-worth clients according to their SEC filing dated March 22, 2023. View client details ↓
According to their SEC Form ADV, ASSET MANAGEMENT GROUP LTD offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ASSET MANAGEMENT GROUP LTD manages $424 million in client assets according to their SEC filing dated March 22, 2023.
According to their SEC Form ADV, ASSET MANAGEMENT GROUP LTD serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.14%
Average Client Assets: $2.8 million
Total Client Accounts: 345
Discretionary Accounts: 345
Regulatory Filings
CRD Number: 109581
Filing ID: 1734307
Last Filing Date: 2023-03-22 17:35:00