ASSET MANAGEMENT GROUP
AMG ASSET MANAGEMENT GROUP, INC. Legal Name
Adviser information for ASSET MANAGEMENT GROUP last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 935 | $129.0M |
| Non-Discretionary | 0 | $0 |
| Total | 935 | $129.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 366 | $79.4M |
| HNW Individuals | 31 | $49.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-125697 |
|---|---|
| SEC ERA File Number | 801-125697 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 319444 |
| Legal Entity Identifier | None |
Principal Office
102 NORTH BARTOW STREETSTE 100
CARTERSVILLE
GA
United States
Monday - Friday, 8:30 AM EST TO 5:00 PM EST
Tel: 678-792-5855, Fax: None
Chief Compliance Officer
ANDREW NIDA
PRESIDENT
102 NORTH BARTOW STREET
CARTERSVILLE
GA
United States
Tel:
678-792-5855
A*****@**************M
(Full email address available in API data)
Industry Affiliates
| ANDREW NIDA, LLC | Insurance company or agency |
| SENIOR CARE SOLUTIONS, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NIDA, ANDREW, JAMES | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 04/2020 | > 75% |
| PIRAM, MOISE, NMN | Individual | – | VICE PRESIDENT | 04/2020 | < 5% |