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Advisors Management Group Inc

● SEC registered since 1989CRD 113020SEC# 801-33545La Crosse, WI
Export (members)
Reg. AUM
$712.6M
Employees
17
Accounts
4,862
Location
La Crosse, WI

Advisors Management Group Inc assets under management

Advisors Management Group Inc is an SEC-registered investment adviser based in La Crosse, WI. The firm has been registered since 1989. It reports $712.6 million in regulatory assets under management and employs 17 people.
www.advisorsmanagement.comView on SEC.gov ↗

Advisors Management Group Inc owners & executives

4 reported
NameTitleOwnershipSince
Amg Stock Ownership TrustEsop25-50%2014
Jennifer Nicole Deets ControlChief Compliance OfficerUnder 5%2016
Julie Lucille Deets ControlCfoUnder 5%1994
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Frequently asked questions

How much does Advisors Management Group Inc manage?

Advisors Management Group Inc reports $712.6 million in regulatory assets under management on its Form ADV.

How many employees does Advisors Management Group Inc have?

Advisors Management Group Inc reports 17 employees.

Where is Advisors Management Group Inc located?

Advisors Management Group Inc is based in La Crosse, WI and has been SEC-registered since 1989.

Does Advisors Management Group Inc disclose fund performance?

Advisors Management Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address505 King St Ste 208, La Crosse, WI 54601
Phone608-782-0200
Fax608-782-0756
Office hours8:30-4:30 Mon, Tues, Thurs And 8:30-4:00 Weds/Fri
SEC regionChicago Regional Office (CHRO)
CIK842766
Discloses disciplinary historyNo

Assets under management

Discretionary$685.7M
Non-discretionary$26.9M
Total (RAUM)$712.6M