CRD: 40701
Asset Management Services Group, Inc.
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- Custodian
- Trust Company OF America
- Clients
- Retail and Institutional
- Platforms
- Unison
- Established Date
- 08-06-1996
- Office Locations
- 1
Office Locations
About Asset Management Services Group, Inc.
Asset Management Services Group, Inc. (AMG-Inc.) is a fiduciary financial planning and investment management firm serving urban professionals, retirees, and entrepreneurs. It builds ultra-diversified, low-cost portfolios—often using ETFs—with an emphasis on capital preservation and growth. Core work includes retirement income and Social Security strategies, business/tax planning, and Medicare planning, supported by CFA charterholders and online planning/reporting access.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
THOMAS KEITH MCNEILL
Chairman
- CRD
- #714999
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,829,692 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,829,692 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,829,692
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $283,904,427 | 66.4% |
| Cash | $143,662,481 | 33.6% |
| Total | $427,566,908 | 100.0% |