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Legrand Snowden Redfield

ASSET MANAGEMENT GROUP, INC.·STAMFORD, Connecticut
SIE, Series 1, Series 7, Series 63, Series 65CFPClean record34 years registeredASSET MANAGEMENT GROUP, INC.
60 LONG RIDGE ROAD, STAMFORD, CT 06902CRD# 865752Firm CRD# 110116

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Legrand Snowden Redfield · STAMFORD, CT
Registration
CRD #865752 · ASSET MANAGEMENT GROUP, INC. · 34 years registered
Brand Profile
Not yet started
01

Career History

TLG ADVISORS, INC.
Oct 2016 – present
THE LEADERS GROUP, INC.
Sep 2013 – present
ASSET MANAGEMENT GROUP, INC.
Feb 1992 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7
Series 63
Series 65
Registration record
First registered · February 5, 1992
Years registered · 34
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASSET MANAGEMENT GROUP, INC.
CRD 110116 · SEC 801-55461
AUM
$696M
Regulatory assets under management
Employees
6
1,453 client accounts
Services offered by ASSET MANAGEMENT GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ASSET MANAGEMENT GROUP, INC. →
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05

Frequently Asked Questions

What services does Legrand Snowden Redfield offer?
Legrand Snowden Redfield specializes in Financial Planning, Investment Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Legrand Snowden Redfield's credentials?
Legrand Snowden Redfield holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Legrand Snowden Redfield located?
Legrand Snowden Redfield is based in STAMFORD, Connecticut, working with ASSET MANAGEMENT GROUP, INC.. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Legrand Snowden Redfield charge for services?
Legrand Snowden Redfield's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET MANAGEMENT GROUP, INC.?
ASSET MANAGEMENT GROUP, INC. has approximately 6 employees and manages $696M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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