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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 20, 2025 and June 15, 2026, reported AUM increased 28.5%, from $155.7M to $200.1M.
Across 5 reported observations, AUM increased 86.3% between December 19, 2022 and June 15, 2026, from $107.4M to $200.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 372 clients, or 124 clients per representative. That equates to $537.8K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on June 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,055,821 | $110,650 |
| Non-Discretionary | $0 | -- |
| Total | $200,055,821 | $110,650 |
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Separately Managed Accounts
SMA allocation detail is available
Asset Management Group has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Asset Management Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.