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 |
Principal Office
505 KING ST STE 208LA 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
J*****@**********M
(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
R*****@**********M
(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
RAUM, Historic
No. Clients, Historic
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 | – |