Advisors Management Group Inc
● SEC registered since 1989CRD 113020SEC# 801-33545La Crosse, WI
Reg. AUM
$819.6M
Employees
17
Accounts
4,960
Location
La Crosse, WI
Advisors Management Group Inc assets under management
Advisors Management Group Inc is an SEC-registered investment adviser based in La Crosse, WI. The firm has been registered since 1989. It reports $819.6 million in regulatory assets under management and employs 17 people.
Advisors Management Group Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amg Stock Ownership Trust | Esop | 25-50% | 2014 |
| Jennifer Nicole Deets Control | Chief Compliance Officer | Under 5% | 2016 |
| Julie Lucille Deets Control | Cfo | Under 5% | 1994 |
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Join to unlock · $37/moFrequently asked questions
How much does Advisors Management Group Inc manage?
Advisors Management Group Inc reports $819.6 million in regulatory assets under management on its Form ADV.
How many employees does Advisors Management Group Inc have?
Advisors Management Group Inc reports 17 employees.
Where is Advisors Management Group Inc located?
Advisors Management Group Inc is based in La Crosse, WI and has been SEC-registered since 1989.
Does Advisors Management Group Inc disclose fund performance?
Advisors Management Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 505 King St Ste 208, La Crosse, WI 54601 |
| Phone | 608-782-0200 |
| Fax | 608-782-0756 |
| Office hours | 8:30-4:30 Mon, Tues, Thurs And 8:30-4:00 Weds/Fri |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 842766 |
| Discloses disciplinary history | No |
Regulatory AUM
$819.6M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$819.6Mregulatory AUM
Discretionary $806.9MNon-discretionary $12.7M