Asset Management Group Ltd

Asset Management Group Ltd (CRD# 109581) is a financial advisory firm headquartered in Northbrook, IL. They manage $442,130,144 in 343 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    442
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $1,289,009
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, IL, TX, WI

Financial Advisors at Asset Management Group Ltd
Showing 1 - 2 of 2 top financial advisors.
1
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 18 years of experience in the finance industry.

2
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 29 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.

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