This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-19-2022
- Office Locations
- 1
Office Locations
About Asset Management Group
Asset Management Group (AMG-Inc.) is a fiduciary wealth management and financial planning firm focused on urban professionals, retirees, and entrepreneurs. The team delivers integrated investment management plus retirement income planning, Social Security maximization, Medicare planning, and advanced tax/business planning. Portfolios emphasize ultra-diversification, capital preservation, and low-cost funds/ETFs, backed by CFA-designated expertise and 24/7 online planning and reporting tools.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW JAMES NIDA
Chief Compliance Officer, President
- CRD
- #6317384
- Ownership
- 75% or more
Shelly Lynn Brockman
CHIEF OPERATING OFFICER
- CRD
- #7436086
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,055,821 | $110,650 |
| Non-Discretionary | $0 | -- |
| Total | $200,055,821 | $110,650 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing