Asset Management Group Inc

  • Financial Services
  • Stamford CT
  • 33 employees
  • Financial Services
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Company Overview

Headquarters
60 Long Ridge Road Suite 305, Stamford CT
Website
amgplanning.com
Phone
(212) 385-9482
Employees
33
Founded in
1983
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 523920 Companies
NAICS Code 52392 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$2B

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Who is Asset Management Group Inc

Asset Management Group Inc. is a financial services firm based in Stamford, Connecticut. The company employs 33 people and generates $2 million in annual revenue. Asset Management Group Inc. provides personalized financial advice to high net worth individuals. They specialize in investment management, helping clients create conservative investment strategies to ensure financial security during retirement and protect their loved ones. The company also assists clients with college savings plans and other financial goals. Asset Management Group Inc. emphasizes six core values: character, chemistry, caring, confidence, consultative approach, and cost-effectiveness. These values guide their commitment to building strong relationships with clients based on trust, expertise, and personalized solutions. For more information, visit amgplanning.com or amgplanning.wordpress.com. Asset Management Group Inc. is a federally regulated investment advisor registered with the US Securities and Exchange Commission.

Company Leadership

Helen Redfield

Executive Vice President

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Scott McGregor

President

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Jim Kasper

Owner

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Rees Klemish

Special Projects

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Teresa Mcgregor

Director Business Development

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Asset Management Group Inc Industry Tags

Financial Planning
Risk Management
Investment Management
Financial Services
Financial Advisory Services
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Asset Management Group Inc Tech Stack

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FAQ

What is the location of Asset Management Group Inc's headquarters?
The headquarters of Asset Management Group Inc are situated at 60 Long Ridge Road Suite 305, Stamford CT
What is Asset Management Group Inc's phone number?
Asset Management Group Inc's contact number is (212) 385-9482.
What is Asset Management Group Inc's official website?
The official website of Asset Management Group Inc can be found at amgplanning.com.
What is Asset Management Group Inc's current revenue?
As of December 2019, Asset Management Group Inc's annual revenue reached $2B.
How many employees does Asset Management Group Inc currently have?
Asset Management Group Inc employs approximately 33+ people as of December 2019
Which industries is Asset Management Group Inc primarily operating in?
Asset Management Group Inc operates in the following industries: Finance, Credit
Who is the Executive Vice President of Asset Management Group Inc?
Asset Management Group Inc's Executive Vice President is Helen Redfield
What are Asset Management Group Inc's industry tags?
Asset Management Group Inc's industry tags include: Financial Planning, Risk Management, Investment Management
When was Asset Management Group Inc founded?
Asset Management Group Inc was founded in 1983.

Employee Directory

Key Employees

LeGrand Redfield

President/ CEO

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jennifer brucato

Client Services Coordinator / Financial Paraplanner

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Violet Krom

Executive Director

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Sian Gulliver

Vice President/Financial Planner

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