Advisors Management Group Inc

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Assets, Funds, Holdings

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Advisors Management Group Inc
CRD #113020
SEC #801-33545
CIK #0001172661, 0001597690, 0000842766, 0001766226, 0001640420, 0001766909, 0001332748
AUM $614.5 MM (2024-03-18)
Employees 16 (62% Investors, 0% Brokers)
Phone608-782-0200
Address505 King St Ste 208
La Crosse, WI 54601
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
70056042028014002001200920172025
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 ($MM)
16012896643202012201620202025
AUM Breakdown Accounts AUM ($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
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