Legrand
Redfield

Asset Management Group, Inc

CRD#865752
Investment Advisor
in Stamford, CT

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About this Advisor

Legrand Redfield is a financial advisor based in Stamford, Connecticut, working with Asset Management Group, Inc. Legrand has previously held positions at Asset Management Group, Inc, The Leaders Group Inc, and Tlg Advisors, Inc. Legrand has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Texas, and Virginia. Currently, Legrand is part of Asset Management Group, Inc, which operates out of Stamford, Connecticut. The firm has 6 employees and manages assets totaling $695.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Asset Management Group, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

60 Long Ridge Road Suite 305
Stamford, CT 06902

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Asset Management Group, Inc Brokerage Details

Total Assets Under Management

$695,507,968

CT Average: $5,297,377,271
Total Number of Employees

6

CT Average: 35
Total Number of Accounts

1,453

CT Average: 690
Average Account Size

$478,670

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Legrand Redfield Work History

2016 - Present (8 years)

Tlg Advisors, Inc

2013 - Present (11 years)

The Leaders Group Inc

1983 - Present (41 years)

Asset Management Group, Inc

Disclosures

Please visit the SEC profile of Legrand Redfield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Asset Management Group, Inc

Jennifer Brucato
Stamford, CT
Michelle Ross
Stamford, CT
Legrand Redfield
Stamford, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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