ADVISORS MANAGEMENT GROUP INC

Adviser information for ADVISORS MANAGEMENT GROUP INC last updated from Form ADV on March 18th, 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 Minnesota, United States

Employees

Total Number of Employees 17
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 11
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 4,519 $586.6M
Non-Discretionary 170 $27.9M
Total 4,689 $614.5M

Clients

Type Number RAUM
Individuals 1,767 $343.5M
HNW Individuals 142 $270.9M
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 <5 $97,381
State or municipal gov entities 0 $0
Other investment advisers <5 $24,540
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 5
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsBUSINESS CONSULTING SERVICES
Compensation % of AUMFixed fees
Other Business Activities Accountant or accounting firm

Identifiers

SEC RIA File Number 801-33545
SEC ERA File Number 801-33545
SEC CIK Numbers 842766
SEC CRD Numbers 113020
Legal Entity Identifier None

Principal Office

505 KING ST STE 208
LA CROSSE
WI
United States
Monday - Friday, 8:30 A.M. TO 4:30 P.M.
Tel: 608-782-0200, Fax: 608-782-0756

Chief Compliance Officer

JENNA DEETS
INVESTMENT ADVISOR REPRESENTATIVE
505 KING ST.
SUITE 208
LA CROSSE
WI
United States
Tel: 608-782-0200
Fax: 608-782-0756
(Full email address available in API data)

Regulatory Contact

ROGER DEETS
CEO
505 KING ST
SUITE 208
LA CROSSE
WI
United States
Tel: 608-782-0200
Fax: 608-782-0756
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
DEETS, ROGER, DALE Individual CEO 10/1993 50-75%
DEETS, JULIE, LUCILLE Individual CFO 04/1994 < 5%
DEETS, JENNIFER, NICOLE Individual CHIEF COMPLIANCE OFFICER 01/2016 < 5%
AMG STOCK OWNERSHIP TRUST Domestic Entity ESOP 01/2014 25-50%

No. Employees, Historic

20100201920202021202220232024202513 on 11/8/201915 on 3/27/202015 on 6/29/202015 on 9/2/202015 on 9/14/202015 on 12/4/202016 on 3/5/202116 on 8/9/202116 on 10/11/202117 on 3/9/202217 on 7/21/202217 on 10/4/202217 on 10/18/202217 on 1/9/202316 on 3/8/202316 on 6/26/202316 on 9/13/202316 on 10/18/202316 on 1/3/202417 on 3/18/2024

RAUM, Historic

700M350M02019202020212022202320242025395244795 on 11/8/2019472452330 on 3/27/2020472452330 on 6/29/2020472452330 on 9/2/2020472452330 on 9/14/2020472452330 on 12/4/2020485253435 on 3/5/2021485253435 on 8/9/2021485253435 on 10/11/2021576041191 on 3/9/2022576041191 on 7/21/2022576041191 on 10/4/2022576041191 on 10/18/2022576041191 on 1/9/2023554971802 on 3/8/2023554971802 on 6/26/2023554971802 on 9/13/2023554971802 on 10/18/2023554971802 on 1/3/2024614523209 on 3/18/2024

No. Clients, Historic

2,0001,000020192020202120222023202420251565 on 11/8/20191594 on 3/27/20201594 on 6/29/20201594 on 9/2/20201594 on 9/14/20201594 on 12/4/20201704 on 3/5/20211704 on 8/9/20211704 on 10/11/20211788 on 3/9/20221788 on 7/21/20221788 on 10/4/20221788 on 10/18/20221788 on 1/9/20231863 on 3/8/20231863 on 6/26/20231863 on 9/13/20231863 on 10/18/20231863 on 1/3/20241909 on 3/18/2024

Holdings

From latest 13F, filed July 31st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 2K 15K
ADVANCED MICRO DEVICES INC COM 5K 30K
Advantego Corp COM 0 330K
ALPHABET INC CAP STK CL A 5K 25K
ALPHABET INC CAP STK CL C 540 3K
AMAZON COM INC COM 3K 18K
AMERICAN ELEC PWR CO INC COM 4K 44K
AMERICAN EXPRESS CO COM 310 1K
AMERICAN TOWER CORP NEW COM 264 1K
AMGEN INC COM 235 751
APPLE INC COM 9K 45K
ARCHER DANIELS MIDLAND CO COM 3K 46K
ASTRAZENECA PLC SPONSORED ADR 366 5K
AT&T INC COM 8K 401K
BP PLC SPONSORED ADR 338 9K
BERKSHIRE HATHAWAY INC DEL CL A 1K 3K
BRISTOL-MYERS SQUIBB CO COM 291 7K
CVS HEALTH CORP COM 7K 111K
CATERPILLAR INC COM 2K 6K
CHEVRON CORP NEW COM 3K 21K
CHURCH & DWIGHT CO INC COM 1K 11K
CISCO SYS INC COM 6K 129K
CITIGROUP INC COM NEW 2K 28K
COCA COLA CO COM 2K 35K
CONAGRA BRANDS INC COM 285 10K
CROWN CASTLE INC COM 308 3K
DEERE & CO COM 1K 3K
Deutsche Telecom COM 218 9K
DIGITAL RLTY TR INC COM 1K 7K
DOMINION ENERGY INC COM 3K 52K
ISHARES TR US CONSUM DISCRE 227 3K
ISHARES TR U.S. TECH ETF 270 2K
DUKE ENERGY CORP NEW COM NEW 3K 28K
EOG RES INC COM 382 3K
EASTMAN CHEM CO COM 308 3K
EMERSON ELEC CO COM 6K 54K
ENBRIDGE INC COM 7K 191K
ENTERGY CORP NEW COM 10K 92K
ENTERPRISE PRODS PARTNERS L COM 508 18K
EXXON MOBIL CORP COM 3K 25K
FASTENAL CO COM 588 9K
FIRSTENERGY CORP COM 9K 241K
FORD MTR CO DEL COM 138 11K
GE AEROSPACE COM NEW 3K 18K
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 447 6K
GE VERNOVA INC COM 736 4K
GENERAC HLDGS INC COM 252 2K
GENERAL MLS INC COM 1K 21K
GILEAD SCIENCES INC COM 2K 34K
GSK PLC SPONSORED ADR 3K 82K
HANESBRANDS INC COM 196 40K
Healthier Choices Mgnmt Corp COM 0 25K
HERSHEY CO COM 294 2K
HONEYWELL INTL INC COM 5K 23K
ISHARES TR US HLTHCARE ETF 411 7K
Ibiz Technology Corp COM 0 200K
INTEL CORP COM 8K 251K
INTERNATIONAL BUSINESS MACHS COM 7K 40K
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 286 2K
IRON MTN INC DEL COM 297 3K
HUNT J B TRANS SVCS INC COM 224 1K
JPMORGAN CHASE & CO. COM 5K 23K
JACOBS SOLUTIONS INC COM 985 7K
JOHNSON & JOHNSON COM 4K 29K
JOHNSON CTLS INTL PLC SHS 2K 30K
KIMBERLY-CLARK CORP COM 344 2K
KINDER MORGAN INC DEL COM 819 41K
KRAFT HEINZ CO COM 3K 80K
LAMAR ADVERTISING CO NEW CL A 6K 47K
LLOYDS BANKING GROUP PLC SPONSORED ADR 3K 1M
MARVELL TECHNOLOGY INC COM 2K 25K
MCDONALDS CORP COM 234 919
MEDTRONIC PLC SHS 3K 44K
MERCK & CO INC COM 3K 22K
META PLATFORMS INC CL A 218 432
MICRON TECHNOLOGY INC COM 2K 18K
MICROSOFT CORP COM 8K 18K
MUELLER INDS INC COM 1K 21K
NVIDIA CORPORATION COM 12K 97K
NATIONAL GRID PLC SPONSORED ADR NE 872 15K
NORTHERN TR CORP COM 205 2K
Northwest Biotherapeutics Inc. COM 4 10K
NOVARTIS AG SPONSORED ADR 2K 17K
ONEOK INC NEW COM 659 8K
OKTA INC CL A 832 9K
ORANGE SPONSORED ADR 385 39K
PT Lippo Karawaci Tbk COM 0 37K
PALO ALTO NETWORKS INC COM 2K 5K
PFIZER INC COM 5K 185K
HEALTHPEAK PROPERTIES INC COM 2K 94K
PROCTER AND GAMBLE CO COM 5K 28K
PUBLIC SVC ENTERPRISE GRP IN COM 3K 39K
QUALCOMM INC COM 5K 23K
REALTY INCOME CORP COM 6K 119K
ROGERS COMMUNICATIONS INC CL B 1K 40K
ISHARES TR RUSSELL 2000 ETF 6K 29K
ISHARES TR S&P MC 400GR ETF 235 3K
ISHARES TR S&P MC 400VL ETF 303 3K
SHELL PLC SPON ADS 3K 39K
SKYWORKS SOLUTIONS INC COM 205 2K
SOFI TECHNOLOGIES INC COM 70 11K
SOUTHERN CO COM 8K 101K
SPDR DOW JONES INDL AVERAGE UT SER 1 5K 13K
STANLEY BLACK & DECKER INC COM 296 4K
STATE STR CORP COM 330 4K
Stora Enso Corp ADR COM 203 15K
SUPER MICRO COMPUTER INC COM 519 634
TELEFONICA S A SPONSORED ADR 224 53K
TESLA INC COM 299 2K
BANK NOVA SCOTIA HALIFAX COM 2K 48K
DISNEY WALT CO COM 251 3K
TOTALENERGIES SE SPONSORED ADS 10K 146K
TRANE TECHNOLOGIES PLC SHS 494 2K
TRAVELERS COMPANIES INC COM 254 1K
UNITED PARCEL SERVICE INC CL B 661 5K
US BANCORP DEL COM NEW 355 9K
UNILEVER PLC SPON ADR NEW 3K 55K
UNION PAC CORP COM 597 3K
VANGUARD WORLD FD HEALTH CAR ETF 352 1K
VANGUARD WORLD FD COMM SRVC ETF 552 4K
VENTAS INC COM 4K 80K
VERIZON COMMUNICATIONS INC COM 9K 208K
VIATRIS INC COM 140 13K
VISA INC COM 381 1K
VODAFONE GROUP PLC NEW SPONSORED ADR 3K 357K
WEC ENERGY GROUP INC COM 508 6K
WALMART INC COM 631 9K
WASTE MGMT INC DEL COM 4K 19K
WELLS FARGO CO NEW COM 520 9K
WELLTOWER INC COM 6K 55K
WESTERN COPPER & GOLD CORP COM 49 42K
XCEL ENERGY INC COM 620 12K
ETFS GOLD TR PHYSCL GOLD SHS 11K 490K
DIMENSIONAL ETF TRUST US EQUITY ETF 258 4K
SELECT SECTOR SPDR TR FINANCIAL 893 22K
GLOBAL X FDS CYBRSCURTY ETF 753 25K
GLOBAL X FDS FINTECH ETF 300 12K
GLOBAL X FDS US INFR DEV ETF 314 8K
GLOBAL X FDS GLBL X MLP ETF 11K 233K
GLOBAL X FDS NASDAQ 100 COVER 571 32K
GLOBAL X FDS S&P 500 COVERED 324 8K
SELECT SECTOR SPDR TR SBI HEALTHCARE 1K 9K
ISHARES TR U.S. UTILITS ETF 2K 19K
INVESCO QQQ TR UNIT SER 1 3K 6K
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 448 8K
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 873 25K
SPDR S&P 500 ETF TR TR UNIT 310 570
SCHWAB STRATEGIC TR US LRG CAP ETF 3K 41K
SCHWAB STRATEGIC TR US DIVIDEND EQ 2K 31K
SELECT SECTOR SPDR TR ENERGY 2K 19K
VANECK ETF TRUST SEMICONDUCTR ETF 489 2K
VANGUARD INDEX FDS TOTAL STK MKT 2K 8K
ISHARES TR CORE MSCI TOTAL 752 11K
MSCI INDIA SM CP ISHARES TR 765 9K
GLOBAL X FDS US PFD ETF 19K 986K
ISHARES TR PFD AND INCM SEC 14K 457K
INVESCO EXCH TRADED FD TR II PFD ETF 14K 1M
INVESCO SR INCOME TR COM 5K 1M