$898.3M Total AUM
$898.3M Disc. AUM
15.5% 3Y CAGR
6 Employees
264 ADV. Clients
43 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Crest horizonSummit +more
- Established Date
- 04-01-1983
- Office Locations
- 1
Office Locations
60 Long Ridge Road Stamford CT
About Asset Management Group, Inc.
Asset Management Group, Inc. is an SEC-registered RIA (est. 1983) providing conservative, goals-based financial planning and investment management for high-net-worth individuals and families, with focus on retirement income planning and education funding. Portfolios are built primarily with ETFs and public funds, and the firm takes new clients by referral only.
Team overview
49 AVG AGE
$449.2M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
28.5 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
43yrs Firm Age
Insights
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Asset Classes
Beacon atlas Vital Ember Momentum beacon Atlas
Client Personas
Alpha Fusion Vital crest Insight summit
Custodian
Peak vector Delta Bridge pathway Delta Meridian pathway Horizon Horizon Alpha crest Radial summit Capital foundation Unison legacy Focus Optima Vector Peak quantum Wave Delta
Investment Themes
Vertex Fusion eagle Oak
Investment Vehicles
Foundation vertex Element north
Platform
Prime peak Unison
Services
Oak Value horizon Zenith Timber north Harbor summit Signal Ridge Ember Insight delta Focus beacon Ridge Oak horizon Harbor Atlas
Technology
Pathway crest Meridian Foundation bridge Prime
Owner & Executives
J
JAMES WILLIAM CUMINALE
DIRECTOR, President
- CRD
- --
- Ownership
- Less than 5%
(936) 887-6899
glacier.value@unisoncapital.com
in linkedin.com/in/matrix-optima
H
HELEN BEDFORD REDFIELD
DIRECTOR, Secretary, Vice President
- CRD
- --
- Ownership
- Less than 5%
(363) 421-4403
prime.capital@valuecapital.com
in linkedin.com/in/optima-fusion
M
Meridian meridian
Fusion pathway
- CRD
- #85793
- Ownership
- 5.9%
(817) 453-2767
atlas.pathway@quantumcapital.com
in linkedin.com/in/capital-pioneer
Showing 2 of 3 owners & executives
Unlock allContacts
M
MICHELLE ROSS
Financial Planner, Vice President
- CRD
- #5809802
(628) 951-4102
optima.bridge@glaciercapital.com
in linkedin.com/in/ridge-oak
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $898,343,327 | $607,810 |
| Non-Discretionary | $0 | -- |
| Total | $898,343,327 | $607,810 |
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Separately Managed Accounts
Total SMA Asset: $898,343,327
Equity - Exchange:
25.3% Public Funds:
45.3% Cash:
29.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,169,401,163 | 25.3% |
| Public Funds | $3,884,342,795 | 45.3% |
| Cash | $2,520,964,198 | 29.4% |
| Total | $8,574,708,156 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE MATRIX PIONEER | DELTA PIONEER | IEAN3SUFS | LTFSI | 7.37% | $69,997,529 |
| FOUNDATION DELTA ELEMENT | NORTH ATLAS | PNRKULLEA | KYZE | 10.06% | $48,282,299 |
| PIONEER CAPITAL | UNISON CREST | A18DSEDD2 | GZDMZ | 3.62% | $4,234,090 |
| VITAL MATRIX VECTOR | FUSION ATLAS | MFMX1D0SU | JIOI | 9.38% | $42,097,343 |
| MOMENTUM CREST CREST | LEGACY HORIZON | 5KTKQL9ZZ | PDWW | 6.29% | $59,437,439 |
| SUMMIT FRONTIER MOMENTUM | ATLAS RADIAL | L5XU0ZWNL | PEIM | 11.90% | $95,974,475 |
| FUSION INSIGHT | RIDGE VALUE | TRRLKSEOK | SZXR | 4.23% | $73,596,613 |
| OPTIMA PEAK | QUANTUM CREST | 9LCMDO9LN | BQX | 0.72% | $96,001,257 |