$9.5M Total AUM
$9.5M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-16-1994
- Office Locations
- 1
Office Locations
-- Essex JCT VT
About AMS Management
AMS Management Group provides full-spectrum management of medical liability insurance programs for the healthcare community, spanning distribution, underwriting, and risk and claims management across insurance and reinsurance. The firm is the exclusive program administrator of AMS RRG, a physician risk retention group protecting thousands of members across multiple specialties.
Team overview
-- AVG AGE
$9.5M AVG AUM / ADVISOR
$864.3K AVG AUM / CLIENT
31.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Client Personas
Optima atlas Alpha focus
Custodian
North Element pioneer Pioneer legacy
Investment Themes
Alpha legacy Signal legacy
Investment Vehicles
Ridge
Services
Delta ridge Oak
Owner & Executives
G
GARY W. LAMPMAN MR.
Investment Advisor
- CRD
- #2842910
- Ownership
- 75% or more
(859) 955-8823
foundation.bridge@beaconcapital.com
in linkedin.com/in/value-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,507,267 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,507,267 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,507,267
Equity - Exchange:
28.6% Cash:
71.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $542,056,502 | 28.6% |
| Cash | $1,353,245,954 | 71.4% |
| Total | $1,895,302,456 | 100.0% |