ADVISORS MANAGEMENT GROUP INC

HTTPS://WWW.ADVISORSMANAGEMENT.COM • LA CROSSE, WI • Investment Advisor How do I update this listing?

Advisors Management Group is based out of La Crosse. Advisors Management Group is a large advisory firm with 1565 clients and discretionary assets under management (AUM) of $367,773,340 (Form ADV from 2019-03-27). Their last reported 13F filing for Q3 2019 included $242,222,000 in managed 13F securities and a top 10 holdings concentration of 37.93%. Advisors Management Group's largest holding is Invesco BulletShares 2021 High Yield Cor with shares held of 594,927. Advisors Management Group has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 16 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $242.222 Million
  • Prior Market Value $229.393 Million
  • New Purchases2 stocks
  • Additional Purchases22 stocks
  • Sold out of2 stocks
  • Reduced holdings in44 stocks
  • Top 10 Holdings % 37.93 %
  • Turnover % [1]:4.55%
  • Turnover Alt % [2]: 3.92 %
  • Time Held Top20:7.50 quarters
  • Time Held Top10:5.40 quarters
  • Time Held All:11.31 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 2.73%
Performance Last 4 Quarters: 11.65%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ADVISORS MANAGEMENT GROUP INC
505 KING ST STE 208
LA CROSSE WI    54601
Country: United States
Business Phone: 608-782-0200
Fax: 608-782-0756
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MN
Number of employees: 13
Other Business Activities: accountant or accounting firm
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 1565
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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ADVISORS MANAGEMENT GROUP INC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
DEETS, ROGER, DALE CEO 10/01/1993 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ADVISORS MANAGEMENT GROUP INC CEO direct 1993-10-01
ADVISORS MANAGEMENT GROUP INC CEO/CCO direct 1993-10-01 2006-03-27
ADVISORS MANAGEMENT GROUP INC CEO/CHIEF COMPLIANCE OFFICER direct 1993-10-01 2015-03-25
DEETS, JULIE, LUCILLE CFO 04/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISORS MANAGEMENT GROUP INC CFO direct 1994-04-01
DEETS, JENNIFER, NICOLE CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISORS MANAGEMENT GROUP INC CHIEF COMPLIANCE OFFICER direct 2016-01-01
AMG STOCK OWNERSHIP TRUST ESOP 01/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ADVISORS MANAGEMENT GROUP INC ESOP direct 2014-01-01

ADVISORS MANAGEMENT GROUP INC

ownership team - last updated 2017-03-24
Name Title Start Date Direct/Indirect % Ownership
DEETS, ROGER, DALE CEO 10/01/1993 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ADVISORS MANAGEMENT GROUP INC CEO direct 1993-10-01
ADVISORS MANAGEMENT GROUP INC CEO/CCO direct 1993-10-01 2006-03-27
ADVISORS MANAGEMENT GROUP INC CEO/CHIEF COMPLIANCE OFFICER direct 1993-10-01 2015-03-25
ADVANTAGE FINANCIAL SERVICES, LLC SHAREHOLDER 10/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ADVISORS MANAGEMENT GROUP INC SHAREHOLDER direct 2003-10-01
DEETS, JULIE, LUCILLE CFO 04/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISORS MANAGEMENT GROUP INC CFO direct 1994-04-01
DEETS, JENNIFER, NICOLE CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISORS MANAGEMENT GROUP INC CHIEF COMPLIANCE OFFICER direct 2016-01-01
AMG STOCK OWNERSHIP TRUST ESOP 01/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ADVISORS MANAGEMENT GROUP INC ESOP direct 2014-01-01

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