Asset Management Group, Inc.
- Regulatory AUM
- $898M
- Discretionary
- $898M
- Clients
- 264
- Avg AUM / client
- $3.4M
- Accounts
- 1,478
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 156 | $73.7M | 8.21% |
| High net worth individuals | 98 | $797M | 88.7% |
| Pension and profit sharing plans | 8 | $3.6M | 0.4% |
| Corporations and other businesses | 2 | $24.3M | 2.7% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cuminale, James, William | Director | Apr 1983 (43y) | Less than 5% | |
| Legrand Snowden Redfield | Director, President & Chief Compliance Officer, Trustee | CFP | Apr 1983 (43y) | Less than 5% |
| Redfield, Helen, Bedford | Director, Secretary | Jan 1998 (29y) | Less than 5% | |
| Michelle Ross | Registered representative | Jan 2019 (8y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Legrand S. Redfield Revocable Trust Dtd April 26, 2018 | Owner | Apr 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 966 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $787M (88% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗