Asset Management Group Ltd

Asset Management Group Ltd (CRD# 109581) is a financial advisory firm headquartered in Northbrook, IL. They manage $502,192,860 in 481 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
3400 Dundee Rd, Suite 145, Northbrook, IL 60062
http://www.assetmanagementchicago.com
By the Numbers
  • Total Assets Under Management
    502
    MILLION
  • Total Number of Accounts
    481
    ACCOUNTS
  • Average Account Value
    $1,044,060
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, TX, WI

Financial Advisors at Asset Management Group Ltd
Showing 1 - 3 of 3 top financial advisors.
1
Robert Hamer, financial advisor Northbrook IL
Robert A. Hamer
CRD#: 1163438
3400 Dundee Rd., Suite 145, Northbrook, IL 60062

Robert Hamer (CRD# 1163438) is an Investment Advisor Representative working at Asset Management Group Ltd in Northbrook, IL and has over 24 years of experience in the finance industry.

2
Peter Karas, financial advisor Northbrook IL
Peter A. Karas
CRD#: 2375850
3400 Dundee Rd., Suite 145, Northbrook, IL 60062

Peter Karas (CRD# 2375850) is an Investment Advisor Representative working at Asset Management Group Ltd in Northbrook, IL and has over 20 years of experience in the finance industry.

3
Glenn Movish, financial advisor Northbrook IL
Glenn A. Movish
CRD#: 1391068
3400 Dundee Rd, Suite 145, Northbrook, IL 60062

Glenn Movish (CRD# 1391068) is an Investment Advisor Representative working at Asset Management Group Ltd in Northbrook, IL and has over 30 years of experience in the finance industry. Glenn Movish has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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