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Advisors Management Group Inc
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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) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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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 |
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Aunger Paul | |
Advisors LLC | |
Inova Technology Inc. |
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