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ASSET MANAGEMENT GROUP

CARTERSVILLE, GA · CRD 319444 · IAPD ↗ · assetmg-inc.com · 678-792-5855

$200.1MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — ASSET MANAGEMENT GROUP reported RAUM up 29% ($155.7M -> $200.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — ASSET MANAGEMENT GROUP shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
68
April 2024 — ASSET MANAGEMENT GROUP grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.