Asset Management Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Stamford, CT. Its latest Form ADV filing, dated March 4, 2026, reports $898M in regulatory assets under management, 6 employees, and 1,478 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.1% of total clients.
Top client categories% of clientsClients
1
Individuals
59.1%
156
2
HNWI
37.1%
98
3
Pension Plans
3.0%
8
4
Corporations
0.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$898Mas of March 4, 2026
Discretionary100.0%
$898M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$898M
Total Accounts1,478
10Y AUM Change+$503M (+127.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee44:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.