GREENWOOD VILLAGE, COCRD 168369Latest ADV December 24, 2025
Asset Management Group Investment Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated December 24, 2025, reports $151M in regulatory assets under management, 2 employees, and 18 accounts.
Assets Under Management
$151M
Employees
2
Offices
--
Total Clients
18
Primary office
GREENWOOD VILLAGE, CO
6295 GREENWOOD PLAZA BLVD., GREENWOOD VILLAGE, CO, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$151Mas of December 24, 2025
Discretionary100.0%
$151M
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$151M
Total Accounts18
10Y AUM Change$-212M (-58.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee9:1
10Y Employee Change0 (0.0%)
* 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.