AMG National Trust is a privately-held wealth management firm headquartered in Denver, Colorado, with over 45 years of experience. It offers integrated financial planning, investment management, private capital access, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services. It serves over 1,400 clients across the U.S. from 8 offices.
1972
Privately held
Risk-adjusted investment strategies tailored to individual goals and preferences.
Greenwood Village, Co, United States
About
Mission
To provide comprehensive financial solutions that enhance the client experience while helping clients achieve their unique financial goals through sound judgment, objective investment advice, and exceptional personal service.
Values
Independence, client success, research-driven solutions, personalized service, and community engagement.
Participant Demographics
Serving high-net-worth individuals, corporate executives, business owners, and institutions.
Track Record
Team Experience
Over 45 years of financial and wealth management experience.
Notable Achievements
$8.1 Billion in AUM, 95% client satisfaction rate.
Project Track Record
Long-standing relationships and client success stories.
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Greenwood Village, Co, United States
Legal & Compliance
OCC-compliant
No major violations mentioned.
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