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Asset Management Group, Inc.

EST. AUM
$898,343,327

CONTACTS
3

CLIENT ACCOUNTS
1,478

Firm Details

Metro area Stamford
CRD Number 110116
Website amgplanning.com
Client types

Overview

Asset Management Group, Inc., based in Stamford, CT, is a fee-based registered investment advisor offering personalized financial planning and investment management services to individuals, families, and retirement plans. Founded in 1983, the firm manages over $800 million in assets and emphasizes strategic asset allocation, diversification, and long-term client relationships.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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