# Asset Management Services Group, Inc.

> Asset Management Services Group, Inc. is a state-registered investment advisory firm in Toms River, NJ, registered since 2002, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 20, 2023.

- CRD: 40701
- Filed as: ASSET MANAGEMENT SERVICES GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Toms River, NJ
- Filing period: October 2026
- Form ADV filing dated: March 20, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/40701
- AdvisorCensus page: https://advisorcensus.com/firm/asset-management-services-group-inc-toms-river-nj-40701

## Quick answers

**How is Asset Management Services Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Asset Management Services Group, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Asset Management Services Group, Inc. located?**
Asset Management Services Group, Inc.'s principal office is in Toms River, NJ, according to its Form ADV.

**Is Asset Management Services Group, Inc. registered with the SEC or a state?**
Asset Management Services Group, Inc. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 40701.

**How much does Asset Management Services Group, Inc. manage?**
Asset Management Services Group, Inc. reports $4,829,692 in regulatory assets under management in its Form ADV filing dated March 20, 2023 (100% discretionary).

**What types of clients does Asset Management Services Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (53); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Asset Management Services Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/40701

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $4,829,692
- Discretionary: $4,829,692
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 53 | $4,488,023 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $341,669 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Market timing services

### Firm details
- Registered since: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asset Management Services Group, Inc. (CRD 40701): Form ADV filing data as of October 2026.