Asset Management Group Ltd

Asset Management Group Ltd (CRD# 109581) is a financial advisory firm headquartered in Northbrook, IL. They manage $206,231,892 in 456 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    206
    MILLION
  • Total Number of Accounts
    456
    ACCOUNTS
  • Average Account Value
    $452,263
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

IL, TX, WI

Financial Advisors at Asset Management Group Ltd
Showing 1 - 5 of 5 top financial advisors.
1
Alexander Grinshpun
CRD#: 3130136
3400 Dundee Road, Suite 145, Northbrook, IL 60062
96
Wealthminder
score

Alexander Grinshpun (CRD# 3130136) is an Investment Advisor Representative working at Asset Management Group Ltd in Northbrook, IL and has over 15 years of experience in the finance industry. Alexander Grinshpun 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.

2
Glenn A. Movish
CRD#: 1391068
3400 Dundee Rd, Suite 145, Northbrook, IL 60062
96
Wealthminder
score

Glenn Movish (CRD# 1391068) is an Investment Advisor Representative working at Asset Management Group Ltd in Northbrook, IL and has over 25 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.

3
Peter A. Karas
CRD#: 2375850
3400 Dundee Rd., Suite 145, Northbrook, IL 60062
93
Wealthminder
score

Peter Karas (CRD# 2375850) is an Investment Advisor Representative working at Asset Management Group Ltd in Northbrook, IL and has over 14 years of experience in the finance industry.

4
Jeffrey J. Kutchin
CRD#: 5351182
3400 Dundee Rd., Suite 145, Northbrook, IL 60062
93
Wealthminder
score

Jeffrey Kutchin (CRD# 5351182) is an Investment Advisor Representative working at Asset Management Group Ltd in Northbrook, IL and has over 9 years of experience in the finance industry.

5
Mitchell P. Hamer
CRD#: 6346673
3400 Dundee Rd., Suite 145, Northbrook, IL 60062
88
Wealthminder
score

Mitchell Hamer (CRD# 6346673) is an Investment Advisor Representative working at Asset Management Group Ltd in Northbrook, IL and has over 2 years of experience in the finance industry.

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