Stamford, CT 60 Long Ridge Road Suite 305 Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Asset Management Group, Inc.
Team
Firm-wide stats for Asset Management Group, Inc.
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.
Based on Asset Management Group, Inc.
Expertise
Based on Asset Management Group, Inc.
Location
60 Long Ridge Road, Suite 305
Stamford CT 06902
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)