ASSET MANAGEMENT GROUP, INC.
CRD #110116 SEC #801-55461 STAMFORD, CT 203-964-8300
SEC Registered
Total AUM
$804.5M
Discretionary
$804.5M
Employees
6
Clients
51
Accounts
1,443
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $804.5M | $804.5M | $0 | 6 | 0 |
| Oct 2024 | $695.5M | $695.5M | $0 | 6 | 0 |
| Feb 2024 | $695.5M | $695.5M | $0 | 6 | 0 |
| Mar 2023 | $590.7M | $590.7M | $0 | 5 | 0 |
| Jun 2022 | $704.2M | $704.2M | $0 | 5 | 0 |
| Mar 2022 | $704.2M | $704.2M | $0 | 5 | 0 |
| Jul 2021 | $596M | $596M | $0 | 5 | 0 |
| Mar 2021 | $596M | $596M | $0 | 5 | 0 |
| Mar 2021 | $498.5M | $498.5M | $0 | 5 | 0 |
| Jun 2020 | $498.5M | $498.5M | $0 | 5 | 0 |
| Jun 2020 | $498.5M | $498.5M | $0 | 5 | 0 |
| Mar 2020 | $498.5M | $498.5M | $0 | 5 | 0 |
| Feb 2019 | $410.6M | $410.6M | $0 | 6 | 0 |
| Nov 2018 | $436.6M | $436.6M | $0 | 6 | 0 |
| May 2018 | $436.6M | $436.6M | $0 | 6 | 0 |
| Mar 2018 | $436.6M | $436.6M | $0 | 6 | 0 |
| Apr 2017 | $395.3M | $395.3M | $0 | 5 | 300 |
| Mar 2017 | $395.3M | $395.3M | $0 | 5 | 300 |
| Sep 2016 | $346.5M | $346.5M | $0 | 5 | 300 |
| Mar 2016 | $346.5M | $346.5M | $0 | 5 | 300 |
| Mar 2015 | $335.6M | $335.6M | $0 | 5 | 300 |
| Mar 2014 | $284.9M | $284.9M | $0 | 5 | 300 |
| Mar 2013 | $226.7M | $226.7M | $0 | 6 | 300 |
| Jun 2012 | $191M | $191M | $0 | 6 | 300 |
| Mar 2012 | $191M | $191M | $0 | 6 | 300 |
| Feb 2012 | $191M | $191M | $0 | 6 | 300 |
| Mar 2011 | $175M | $175M | $0 | 10 | -- |
| Feb 2011 | $175M | $175M | $0 | 10 | -- |
| Sep 2007 | $127.9M | $127.9M | $0 | 5 | -- |
| Mar 2007 | $127.9M | $127.9M | $0 | 5 | -- |
| Mar 2006 | $92.2M | $92.2M | $0 | 5 | -- |
| Sep 2005 | $77.7M | $77.7M | $0 | 5 | -- |
| Aug 2004 | $59.5M | $59.5M | $0 | 5 | -- |
DateMar 2025
Total AUM$804.5M
Discretionary$804.5M
Non-Disc.$0
Employees6
Clients0
DateOct 2024
Total AUM$695.5M
Discretionary$695.5M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$695.5M
Discretionary$695.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$590.7M
Discretionary$590.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2022
Total AUM$704.2M
Discretionary$704.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$704.2M
Discretionary$704.2M
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$596M
Discretionary$596M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$596M
Discretionary$596M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$498.5M
Discretionary$498.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$498.5M
Discretionary$498.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$498.5M
Discretionary$498.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$498.5M
Discretionary$498.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$410.6M
Discretionary$410.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2018
Total AUM$436.6M
Discretionary$436.6M
Non-Disc.$0
Employees6
Clients0
DateMay 2018
Total AUM$436.6M
Discretionary$436.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$436.6M
Discretionary$436.6M
Non-Disc.$0
Employees6
Clients0
DateApr 2017
Total AUM$395.3M
Discretionary$395.3M
Non-Disc.$0
Employees5
Clients300
DateMar 2017
Total AUM$395.3M
Discretionary$395.3M
Non-Disc.$0
Employees5
Clients300
DateSep 2016
Total AUM$346.5M
Discretionary$346.5M
Non-Disc.$0
Employees5
Clients300
DateMar 2016
Total AUM$346.5M
Discretionary$346.5M
Non-Disc.$0
Employees5
Clients300
DateMar 2015
Total AUM$335.6M
Discretionary$335.6M
Non-Disc.$0
Employees5
Clients300
DateMar 2014
Total AUM$284.9M
Discretionary$284.9M
Non-Disc.$0
Employees5
Clients300
DateMar 2013
Total AUM$226.7M
Discretionary$226.7M
Non-Disc.$0
Employees6
Clients300
DateJun 2012
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees6
Clients300
DateFeb 2012
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees6
Clients300
DateMar 2011
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees10
Clients--
DateSep 2007
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$59.5M
Discretionary$59.5M
Non-Disc.$0
Employees5
Clients--