EH
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
5 clients
Average Client Portfolio
$3.8B average
Assets Under Management
$19.0B
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Advisor Information
Office location
680 Washington Boulevard, Suite 500, Stamford, CT, 06901
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Amg Funds LLC
August 2010 - Present · 15 yrs 5 mos
Amg Distributors, INC.
November 2001 - Present · 24 yrs 2 mos
Amg Distributors, INC.Broker
November 2001 - Present · 24 yrs 2 mos
Previous Registrations
Managers Investment Group LLC
May 2005 - June 2010 · 5 yrs 1 mo
Rorer Asset Management LLC
August 2000 - April 2005 · 4 yrs 8 mos
State Registrations2 states
CTPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.