Legrand
Redfield

Asset Management Group, Inc

CRD#865752
Investment Advisor
in Stamford, CT

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About this Advisor

Legrand Redfield is a certified financial planner who works out of Stamford, Connecticut who has 31 years of relevant experience. Redfield is an advisor for Asset Management Group, Inc. Throughout their career, Redfield has worked at Asset Management Group, Inc, Leigh Baldwin & Co., LLC, The Leaders Group Inc and Tlg Advisors, Inc. Redfield holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Connecticut, Texas and Virginia. Asset Management Group, Inc is a financial advisory company headquartered in Stamford, CT. It manages $591 million in assets under management among its 1,414 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,414 client accounts, 56% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm provides a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees typically depend on which services are offered. However, fee types billed by Asset Management Group, Inc may include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

31 years

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

$590,748,005

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

5

CT Average: 35
Total Number of Accounts

1,414

CT Average: 690
Average Account Size

$417,785

CT Average: $7,677,358

Investment Advisory Services

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

Legrand Redfield Work History

Legrand has been registered as a financial advisor for 31 years.*

2016 - Present (8 years)

Tlg Advisors, Inc

2013 - Present (11 years)

The Leaders Group Inc

1983 - Present (41 years)

Asset Management Group, Inc

2013 - 2013 (< 1 year)

Leigh Baldwin & Co., LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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 4/16/2023. 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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