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Insights

Stable AUM Growth Mid-sized registered investment advisor with revenue in the 25–50 million range and a focus on conservative, retirement-oriented planning presents a steady base for cross-sell of advanced financial planning, wealth management services, and family protection strategies to existing high net worth clients.

Experienced Team Recent promotion of a licensed associate financial planner indicates ongoing talent development and expansion of advisory capacity—a signal for opportunities to offer incremental planning services, fiduciary guidance enhancements, and expanded client service levels.

Technology Enablement Utilizes a modern tech stack including Salesforce, WordPress, and analytics tools, suggesting suitability for conversations around digital client experience improvements, data-driven planning, CRM-driven outreach, and scalable service delivery.

Regulatory Orientation Federally regulated by the SEC as a registered investment advisor with a focus on high net worth individuals, creating openings for targeted compliance-compliant product solutions, advanced tax and estate planning offerings, and risk-managed investment strategies.

Growth Opportunities Family-focused financial planning themes (education funding, retirement stability, and legacy protection) align with potential upsell of financial planning packages, legacy/family office services, and continued education planning to attract and retain affluent clients seeking comprehensive wealth management.

Similar companies to Asset Management Group, Inc.

Asset Management Group, Inc. Tech Stack

Asset Management Group, Inc. uses 8 technology products and services including Hotjar, Amazon Web Services, WordPress, and more. Explore Asset Management Group, Inc.'s tech stack below.

Asset Management Group, Inc.'s Email Address Formats

Asset Management Group, Inc. uses at least 6 email formats:
Asset Management Group, Inc. Email FormatsExamplePercentage
First@amgplanning.comJohn@amgplanning.com
88%
Last@amgplanning.comDoe@amgplanning.com
12%
FLast@financialguide.comJDoe@financialguide.com
81%
FirstLast@financialguide.comJohnDoe@financialguide.com
14%
LastFirst@financialguide.comDoeJohn@financialguide.com
4%
LFirst@financialguide.comDJohn@financialguide.com
1%

Frequently Asked Questions

What is Asset Management Group, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Asset Management Group, Inc.'s main corporate office by phone at
+1-203-964-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Asset Management Group, Inc.'s official website and social media links?

Minus sign iconPlus sign iconAsset Management Group, Inc.'s official website is amgplanning.com and has social profiles on LinkedIn.

How much revenue does Asset Management Group, Inc. generate?

Minus sign iconPlus sign icon As of August 2026, Asset Management Group, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Asset Management Group, Inc.'s NAICS code?

Minus sign iconPlus sign iconAsset Management Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Asset Management Group, Inc. have currently?

Minus sign iconPlus sign iconAs of August 2026, Asset Management Group, Inc. has approximately 32 employees across 3 continents, including North America, Asia and Europe. Key team members include Chief Executive Officer: C. Z., Chief Executive Officer (arizona): J. D. and Chief Operations Officer: D. K. Explore Asset Management Group, Inc.'s employee directory with LeadIQ.

What industry does Asset Management Group, Inc. belong to?

Minus sign iconPlus sign iconAsset Management Group, Inc. operates in the Financial Services industry.

What technology does Asset Management Group, Inc. use?

Minus sign iconPlus sign iconAsset Management Group, Inc.'s tech stack includes Hotjar, Amazon Web Services, WordPress, Salesforce, Barracuda Email Protection, CloudFlareJS, Datadog and Google Tag Manager.

What is Asset Management Group, Inc.'s email format?

Minus sign iconPlus sign iconAsset Management Group, Inc.'s email format typically follows the pattern of First@amgplanning.com. Find more Asset Management Group, Inc. email formats with LeadIQ.

When was Asset Management Group, Inc. founded?

Minus sign iconPlus sign iconAsset Management Group, Inc. was founded in 1983.
Asset Management Group, Inc. logo

Asset Management Group, Inc.

Financial ServicesConnecticut, United States11-50 Employees

Asset Management Group, Inc., founded in 1983, is a financial services firm based in Stamford, Connecticut, that describes its approach as built on integrity, innovation, and excellence. It operates as a registered investment adviser, offering objective, client-first financial guidance to high-net-worth individuals. The firm aims to help clients plan prudently for retirement, protect loved ones, save for education, and pursue life goals through conservative investing and comprehensive wealth planning. It emphasizes a consultative, customized approach guided by six core elements—character, chemistry, caring, confidence, consultative capability, and cost effectiveness—in service of a prudent, personalized solution. A recent development noted in January 2023 is the promotion of Jennifer Brucato to Associate Financial Planner following the completion of the Series 65 exam, reflecting ongoing staff development.

Section iconCompany Overview

Phone number
+1-203-964-****
Website
amgplanning.com
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M - $50M

    Asset Management Group, Inc.'s revenue is estimated to be in the range of $25M - $50M

Company Leadership

  • Chief Executive Officer at Asset Management Group, Inc.
    C. Z.
    Chief Executive Officer
    Mobile Phone
  • Chief Executive Officer (arizona) at Asset Management Group, Inc.
    J. D.
    Chief Executive Officer (arizona)
    Mobile Phone
  • Chief Operations Officer at Asset Management Group, Inc.
    D. K.
    Chief Operations Officer
    Mobile Phone
  • Chief Operating Officer at Asset Management Group, Inc.
    J. Y.
    Chief Operating Officer
    Mobile Phone
  • Chief Operating Officer-Nj at Asset Management Group, Inc.
    R. S.
    Chief Operating Officer-Nj
    Mobile Phone

Employee Directory

  • Managing Partner at Asset Management Group, Inc.
    B. S.
    Managing Partner
    Mobile Phone
  • Chief Executive Officer at Asset Management Group, Inc.
    C. Z.
    Chief Executive Officer
    Mobile Phone
  • Partner at Asset Management Group, Inc.
    C. R.
    Partner
    Mobile Phone
  • President at Asset Management Group, Inc.
    D. P.
    President
    Mobile Phone
  • Owner at Asset Management Group, Inc.
    D. G.
    Owner
    Mobile Phone

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