ASSET MANAGEMENT GROUP
SEC RegisteredLife moves pretty quickly.
About the firm
AMG-Inc. is a fiduciary financial advisory firm founded on the core principle of putting clients first. The firm serves as a complete financial planner, actively managing investments and addressing planning issues big and small, with an investment team holding CFA designations and decades of experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Money management, income planning, business planning, and Medicare planning. The firm offers ultra-diversified portfolios focused on capital preservation, growth, and low-cost investment options, retirement income planning, Social Security maximization, and advanced tax planning for entrepreneurs.
Who they serve
Urban professionals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 314 | $92M |
| High Net Worth Individuals | 58 | $108M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ASSET MANAGEMENT GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.