Helen Redfield is a control person of Asset Management Group and directly owns under 5% of it.
Asset Management Group is an investment adviser based in Stamford, CT, registered with the SEC since 1998. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $898 million, as filed on 4 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4367082
- Firm
- Asset Management Group · CRD 110116
- Role
- Director, Secretary
- In role since
- January 1998 · 28 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Stamford, CT
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Helen Redfield work?
Helen Redfield has been Director, Secretary of Asset Management Group, Inc. since January 1998, and is a control person of the firm.
How can I verify Helen Redfield’s record?
Helen Redfield’s role is listed on Asset Management Group, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 110116.
