Asset Management Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$870,475,561
Clients
254
Advisors
2
across 2 offices
About
Asset Management Group, Inc. provides discretionary portfolio management, comprehensive financial planning, and consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and corporate entities. The firm prepares written financial plans covering cash flow, tax and estate planning, retirement, portfolio management, and insurance analysis and manages client portfolios on an ongoing basis.
The firm’s investment process draws on fundamental, technical, quantitative and qualitative analysis and emphasizes asset allocation, mutual fund/ETF selection, and a mix of long‑ and short‑term strategies. AMG discloses limited use of margin/borrowing in separately managed accounts and option writing as part of its investment toolkit, and it acts as a fiduciary for retirement accounts under ERISA/IRC standards with periodic written reviews for portfolio clients.
AMG’s brochure highlights several features that distinguish it from many peers: the principal and certain staff are dually licensed to act as a registered representative of a broker‑dealer and as licensed insurance agents, and the firm operates as a licensed insurance agency, with related commissions disclosed as potential conflicts of interest. The firm also manages an unusually large amount of assets relative to its advisory headcount (nearly $898.3 million in discretionary AUM), maintains constructive custody procedures that include an annual surprise CPA exam, and has formal succession support arrangements with an affiliated SEC‑registered adviser and a concentration of retirement‑focused professional credentials among its staff.
Client services
Expertise
Demographic focus
Fee options
Flat fee for comprehensive financial planning based on complexity, generally $2,500 to $10,000
$0 - $2,500,000: 1.00% $2,500,001 - $17,500,000: 0.75% $17,500,001 - $42,500,000: 0.65% $42,500,001 - $92,500,000: 0.50% $92,500,001+: 0.25%
Separate and customary commissions may be received for insurance and securities sales; fees are separate from advisory fees
Senior Financial Adviser: $925/hour; Financial Planner: $420/hour; Certified Insurance Consultant: $260/hour; Registered Paraplanner: $165/hour; Administrative Staff: $95/hour
Minimum fee: Minimum annual fee not to exceed $3,187 for Portfolio Management Services based on client circumstances Fee-only: Financial planning fees based on $925/hour, typically ranging from $2,500 to $10,000 per year; limited financial planning and consulting hourly rates from $95 to $925 per hour depending on personnel
Main office
See office60 Long Ridge Road
Stamford CT 06902
Advisors at this office
1
Offices (2)
Most active in
California · Colorado · Connecticut · Florida · Georgia · Illinois · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia
Also doing business as
Asset Management Group Inc · Asset Management Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Legrand R
CFP®, Series 63, Series 65
Stamford, CT
Asset Management Group, Inc.
Legrand Redfield is a CFP® with 46 years of industry experience and is affiliated with Asset Management Group, Inc. He has been with Asset Management Group since 1983 and also holds roles at TLG Advisors, Inc. and The Leaders Group Inc. Redfield serves as President and CEO of Asset Management Group, Inc. Asset Management Group, Inc. provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and manager selection across various securities.
Michelle R
Series 65
Stamford, CT
Asset Management Group, Inc.
Michelle Ross is a Series 65-licensed financial advisor with Asset Management Group, Inc. in Stamford, CT. She has seven years of industry experience and has been with the firm since 2019. Asset Management Group, Inc. provides discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, estates, and corporate clients. The firm emphasizes asset allocation and manager selection using a combination of fundamental, technical, quantitative, and qualitative analysis.
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