A
Asset Management Services Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,488,023
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
53
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
53
HighAverage account size
$84,680
About
Asset Management Services Group, Inc. advises individual and business clients and manages risk‑focused mutual fund and variable annuity "AMSG Profile Portfolios." The brochure notes those portfolios are used in a range of retirement and tax‑advantaged accounts, including IRAs, 401(k)s, 403(b)(7)s, profit‑sharing plans, defined benefit and defined contribution plans.
The firm combines Modern Portfolio Theory with a Price Trend Management process and describes daily monitoring of funds and sub‑accounts to make buy and sell determinations intended to provide downside market protection. AMSG presents this as "Dual Professional Management," selecting funds from a broad database of mutual funds and variable annuity sub‑accounts while adding its own timing and oversight layer.
What is distinctive for a small independent adviser is the explicit emphasis on active market timing of mutual fund and VA positions and continual oversight to time entries and exits, rather than a purely buy‑and‑hold mutual fund allocation. The firm also highlights use of its Profile Portfolios for employer‑sponsored and pension‑type plans, including profit‑sharing and defined benefit arrangements, a client segment that is less common among similar solo advisers.
Client services
Portfolio management
Pension consulting
Market timing
Expertise
Active portfolio management
Fee options
$0 - $500,000: 2.00% annually $500,000 - $1,000,000: 1.5% annually $1,000,000+: 1.0% annually
Account minimum: $10,000
Main office location
Asset Management Services Group, Inc.
4 Palm Springs Ct
Toms River NJ 08753, United States
Number of offices
1
Most active in
Asset Management Services Group, Inc. has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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