| Entity Name: | ASSET MANAGEMENT GROUP, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 30 Mar 1983 |
| Business ALEI: | 0141220 |
| Annual report due: | 30 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 60 LONG RIDGE ROAD SUITE 305 SUITE 305, STAMFORD, CT, 06902, United States |
| Mailing address: | 60 LONG RIDGE ROAD SUITE 305 SUITE 305, STAMFORD, CT, United States, 06902 |
| ZIP code: | 06902 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 5000 |
| E-Mail: | Lee@amgplanning.com |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1511550 | 60 LONG RIDGE ROAD, SUITE 305, STAMFORD, CT, 06902 | 60 LONG RIDGE ROAD, SUITE 305, STAMFORD, CT, 06902 | 203-964-8300 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2024-11-12 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-13
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2024-08-13 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-30
| Form type | N-PX |
| File number | 028-14759 |
| Filing date | 2024-07-30 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-15
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2024-05-15 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2024-02-14 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2023-11-14 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2023-08-14 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-15
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2023-05-15 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2023-02-14 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2022-11-14 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-15
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2022-08-15 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-16
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2022-05-16 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2022-02-14 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-15
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2021-11-15 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-16
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2021-08-16 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-17
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2021-05-17 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-16
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2021-02-16 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-16
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2020-11-16 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2020-08-14 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-15
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2020-05-15 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2020-02-14 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2019-11-14 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2019-08-14 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-15
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2019-05-15 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2019-02-14 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-13
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2018-11-13 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-08-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2018-08-14 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-15
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2018-05-15 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2018-02-14 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2017-11-14 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2017-08-14 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-15
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2017-05-15 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2017-02-14 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-11-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2016-11-14 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-08-15
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2016-08-15 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-16
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2016-05-16 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-16
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2016-02-16 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-11-16
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2015-11-16 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-08-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2015-08-14 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-05-15
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2015-05-15 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-02-17
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2015-02-17 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-11-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2014-11-14 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-08-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2014-08-14 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-05-15
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2014-05-15 |
| Reporting date | 2014-03-31 |
| File | View File |
Filings since 2014-02-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2014-02-14 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-11-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2013-11-14 |
| Reporting date | 2013-09-30 |
| File | View File |
Filings since 2013-08-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2013-08-14 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2013-05-15
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2013-05-15 |
| Reporting date | 2013-03-31 |
| File | View File |
Filings since 2013-02-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2013-02-14 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-11-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2012-11-14 |
| Reporting date | 2012-09-30 |
| File | View File |
Filings since 2012-08-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2012-08-14 |
| Reporting date | 2012-06-30 |
| File | View File |
Filings since 2012-05-15
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2012-05-15 |
| Reporting date | 2012-03-31 |
| File | View File |
Filings since 2012-02-17
| Form type | 13F-HR/A |
| File number | 028-14759 |
| Filing date | 2012-02-17 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2012-02-14
| Form type | 13F-HR |
| File number | 028-14759 |
| Filing date | 2012-02-14 |
| Reporting date | 2011-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSET MANAGEMENT GROUP, INC. RETIREMENT PLAN | 2023 | 061079348 | 2024-05-24 | ASSET MANAGEMENT GROUP, INC. | 5 | |||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-05-24 |
| Name of individual signing | LEGRAND REDFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-05-24 |
| Name of individual signing | LEGRAND REDFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2015-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039648300 |
| Plan sponsor’s address | 60 LONG RIDGE RD., STAMFORD, CT, 06902 |
Signature of
| Role | Plan administrator |
| Date | 2024-07-22 |
| Name of individual signing | LEGRAND REDFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-07-22 |
| Name of individual signing | LEGRAND REDFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1997-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039648300 |
| Plan sponsor’s address | 60 LONG RIDGE RD., STAMFORD, CT, 06902 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-02 |
| Name of individual signing | LEGRAND REDFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-06-02 |
| Name of individual signing | LEGRAND REDFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2015-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039648300 |
| Plan sponsor’s address | 60 LONG RIDGE RD., STAMFORD, CT, 06902 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-06 |
| Name of individual signing | LEGRAND REDFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-07-06 |
| Name of individual signing | LEGRAND REDFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2015-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039648300 |
| Plan sponsor’s address | 60 LONG RIDGE RD., STAMFORD, CT, 06902 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-12 |
| Name of individual signing | LEGRAND REDFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-07-12 |
| Name of individual signing | LEGRAND REDFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1997-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039648300 |
| Plan sponsor’s address | 60 LONG RIDGE RD., STAMFORD, CT, 06902 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-10 |
| Name of individual signing | LEGRAND REDFIELD, JR. |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-06-10 |
| Name of individual signing | LEGRAND REDFIELD, JR. |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1997-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039648300 |
| Plan sponsor’s address | 60 LONG RIDGE RD., STAMFORD, CT, 06902 |
Signature of
| Role | Plan administrator |
| Date | 2021-05-14 |
| Name of individual signing | LEGRAND REDFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2021-05-14 |
| Name of individual signing | LEGRAND REDFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2015-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039648300 |
| Plan sponsor’s address | 60 LONG RIDGE RD., STAMFORD, CT, 06902 |
Signature of
| Role | Plan administrator |
| Date | 2021-05-14 |
| Name of individual signing | LEGRAND REDFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2021-05-14 |
| Name of individual signing | LEGRAND REDFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1997-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039648300 |
| Plan sponsor’s address | 60 LONG RIDGE RD., STAMFORD, CT, 06902 |
Signature of
| Role | Plan administrator |
| Date | 2020-04-23 |
| Name of individual signing | LEGRAND REDFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2020-04-23 |
| Name of individual signing | LEGRAND REDFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2015-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039648300 |
| Plan sponsor’s address | 60 LONG RIDGE RD., STAMFORD, CT, 06902 |
Signature of
| Role | Plan administrator |
| Date | 2020-04-23 |
| Name of individual signing | LEGRAND REDFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2020-04-23 |
| Name of individual signing | LEGRAND REDFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| LEGRAND S. REDFIELD JR. | Agent | 60 LONG RIDGE ROAD SUITE 305 SUITE 305, STAMFORD, CT, 06902, United States | 60 LONG RIDGE ROAD SUITE 305 SUITE 305, STAMFORD, CT, 06902, United States | +1 203-979-7200 | LEE@AMGPLANNING.COM | 9 FATHER PETERS LANE, NEW CANAAN, CT, 06840, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| HELEN B. REDFIELD | Officer | 60 LONG RIDGE ROAD, STAMFORD, CT, 06902, United States | No data | No data | 9 FATHER PETERS LANE, NEW CANAAN, CT, 06840, United States |
| LEGRAND S. REDFIELD JR. | Officer | 60 LONG RIDGE ROAD, SUITE 305, STAMFORD, CT, 06902, United States | +1 203-979-7200 | LEE@AMGPLANNING.COM | 9 FATHER PETERS LANE, NEW CANAAN, CT, 06840, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| HELEN B. REDFIELD | Director | 60 LONG RIDGE ROAD, STAMFORD, CT, 06902, United States | No data | No data | 9 FATHER PETERS LANE, NEW CANAAN, CT, 06840, United States |
| JAMES W. CUMINALE | Director | PJT PARTNERS, 40 WEST 57TH STREET, NEW YORK, NY, 10019, United States | No data | No data | 112 NEAR WATER LANE, DARIEN, CT, 06820, United States |
| LEGRAND S. REDFIELD JR. | Director | 60 LONG RIDGE ROAD, SUITE 305, STAMFORD, CT, 06902, United States | +1 203-979-7200 | LEE@AMGPLANNING.COM | 9 FATHER PETERS LANE, NEW CANAAN, CT, 06840, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012278008 | 2024-03-15 | No data | Annual Report | Annual Report | No data |
| BF-0011385134 | 2023-03-11 | No data | Annual Report | Annual Report | No data |
| BF-0010244786 | 2022-03-21 | No data | Annual Report | Annual Report | 2022 |
| 0007317409 | 2021-04-29 | No data | Annual Report | Annual Report | 2021 |
| 0006784721 | 2020-02-20 | No data | Annual Report | Annual Report | 2020 |
| 0006439013 | 2019-03-09 | No data | Annual Report | Annual Report | 2019 |
| 0006107156 | 2018-03-05 | No data | Annual Report | Annual Report | 2018 |
| 0006107147 | 2018-03-05 | No data | Annual Report | Annual Report | 2017 |
| 0005580421 | 2016-06-03 | No data | Annual Report | Annual Report | 2016 |
| 0005580417 | 2016-06-03 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
