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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
09/30/2019
09/30/2019
09/30/2019
09/30/2019
09/30/2019
[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.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14
Performance for Q3 2019: | 2.73% |
Performance Last 4 Quarters: | 11.65% |
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 |
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: |
Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||
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DEETS, ROGER, DALE | CEO | 10/01/1993 | Direct | 50 - 75% | |||||||||||||||||||||
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DEETS, JULIE, LUCILLE | CFO | 04/01/1994 | Direct | less than 5% | |||||||||||||||||||||
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DEETS, JENNIFER, NICOLE | CHIEF COMPLIANCE OFFICER | 01/01/2016 | Direct | less than 5% | |||||||||||||||||||||
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AMG STOCK OWNERSHIP TRUST | ESOP | 01/01/2014 | Direct | 10 - 25% | |||||||||||||||||||||
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Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||
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DEETS, ROGER, DALE | CEO | 10/01/1993 | Direct | 50 - 75% | |||||||||||||||||||||
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ADVANTAGE FINANCIAL SERVICES, LLC | SHAREHOLDER | 10/01/2003 | Direct | 10 - 25% | |||||||||||||||||||||
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DEETS, JULIE, LUCILLE | CFO | 04/01/1994 | Direct | less than 5% | |||||||||||||||||||||
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DEETS, JENNIFER, NICOLE | CHIEF COMPLIANCE OFFICER | 01/01/2016 | Direct | less than 5% | |||||||||||||||||||||
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AMG STOCK OWNERSHIP TRUST | ESOP | 01/01/2014 | Direct | 10 - 25% | |||||||||||||||||||||
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