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Insights

Client-centric growth Target mid-sized high net worth individuals and families seeking conservative, goal-focused wealth planning with fiduciary, objective advice and a strong emphasis on preserving retirement funding and education savings.

Regulatory credibility Leverage their SEC registered investment advisor status and long-standing integrity-driven branding to approach consultants and fiduciary-focused channels seeking compliant, trusted asset management partnerships.

People expansion Opportunity highlighted by recent promotion of a licensed associate planner; identify cross-sell paths with expanding advisory team to deepen service offerings and onboarding capacity.

Tech-enabled advisory Position as technologically capable with a modern stack and data-driven planning tools to win clients who value digital efficiency, secure communications, and scalable wealth management solutions.

Market positioning Differentiate against larger competitors by emphasizing customized, cost-effective, relationship-driven planning; target affluent clients seeking personalized planning over cookie-cutter advisory models.

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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