Investment adviser · CRD 109581
ASSET MANAGEMENT GROUP LTD
Investment adviser filing (IA)
ASSET MANAGEMENT CORPORATION
NORTHBROOK, IL, United States · Form ADV filed Mar 22, 2023
- Regulatory AUM
- $424M Form ADV · Item 5.F
- Client accounts
- 345 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 125 | $352,327,917 | 83.1% |
| Individuals | 220 | $71,434,273 | 16.9% |
Filing source
Form ADV 1734307 · Mar 22, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 22, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
3400 DUNDEE RD, SUITE 145NORTHBROOK, IL, 60062, United States
CRD 109581
Filing source
Form ADV 1734307 · Mar 22, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.