|
⚲
|
| Advisors Management Group Inc
✚
|
|
|---|---|
| CRD # | 113020 |
| SEC # | 801-33545 |
| CIK # | 0001172661, 0001597690, 0000842766, 0001766226, 0001640420, 0001766909, 0001332748 |
| AUM | $614.5 MM (2024-03-18) |
| Employees | 16 (62% Investors, 0% Brokers) |
| Phone | 608-782-0200 |
| Address | 505 King St Ste 208 La Crosse, WI 54601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 0.0 | |
| SGOL | 0.0 | ||
| ETR | 22,747.4 | 0.0 | |
| TTE | 138,067.2 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| FE | 21,575.5 | 0.0 | |
| VZ | 211,914.0 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| SO | 75,035.5 | 0.0 | |
| INTC | 154,482.4 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,748 | 327.2 |
| (b) Individuals (high net worth individuals) | 115 | 226.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,564 | 555.0 |
| By Discretionary | ||
| Discretionary | 4,386 | 528.3 |
| Non-Discretionary | 178 | 26.7 |
| Total | 4,564 | 555.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 555.0 | |
| Total | 4,564 | 555.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000842766] | |
| 4 | [0001332748] | |
| 13F-HR | [0001597690] | |
| 13F-HR | [0001640420] | |
| 13F-HR | [0001766226] | |
| 13F-NT | [0001766226] | |
| 13F-HR | [0001766909] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Aunger Paul | |
| Advisors LLC | |
| Inova Technology Inc. |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
LSY Inc
✚
|
CA | 0.6 |
|
Cadent Capital Advisors LLC
✚
|
OK | 0.6 |
|
Stolper & Company
✚
|
CA | 0.6 |
|
Sentinus LLC
✚
|
IL | 0.6 |
|
Silver Heights Capital Management Inc
✚
|
0.6 | |
|
Front Street Capital Management Inc
✚
|
MT | 0.6 |
|
Peddock Capital Advisors LLC
✚
|
MA | 0.6 |
|
North Berkeley Wealth Management LLC
✚
|
CA | 0.6 |
|
Smithbridge Asset Management Inc
✚
|
PA | 0.6 |
|
Newman Dignan & Sheerar Inc
✚
|
RI | 0.6 |