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Asset Management

Company Profile
Asset Management is an investment advisor in Stamford with $704.16 mm assets under management.

Company profile

Website
amgplanning.wordpress.com/
Employees
Incorporated
Connecticut
Location
Connecticut
Fiscal year end
Dec 31
SEC CIK
0001511550
IRS number
61079348
SEC advisor number
801-55461
FINRA CRD number
110116
AUM ?
$704.16 mm (as of 23 Jun 22)
Accounts
1,367 (as of 23 Jun 22)
Employees
5 (2 investment advisory or research)
Address
Asset Management
60 LONG RIDGE ROAD, SUITE 305
STAMFORD
CT 06902
Phone
203-964-8300
Brochures
  • Adv Part 2A and B (23 Jun 22)
Latest filings (excl ownership)
No filings
Latest ownership filings
View all
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
17 May 21
13F-HR
Quarterly holdings report by institutional manager
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
16 Nov 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20
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