Amfa LLC
Firm details
- Headquarters
- ,
- CRD number
- 298994
- Website
- www.amfawealthmanagement.com
- Custodians
- INTERACTIVE BROKERS LLC, ADM INVESTOR INC, R.J. O'BRIEN SECURITIES, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI53.76%
- Pooled Investment Vehicles39.83%
- Pension & Profit Sharing Plans6.41%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Amfa LLC is a small, privately owned limited liability company that provides portfolio management for both individual/family clients and institutional clients. The firm identifies as a CPO/CTA and offers advisory services for individuals, small businesses, and larger business or institutional accounts. Its fees combine a percentage-of-assets model with performance-based fees, which aligns with its use of active strategies and third-party alternative managers. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Derivatives69%
- Cash & Cash Equivalents30%
- Exchange Traded Equities1%
Owners & executives
2 of 2
Yingying Tan
Chief Operating OfficerCRD 5186038
Aurora Maher
Founder and CEOCRD 4405137
Contacts
1 of 1
Henry Middlezong
ConsultantCRD 7784342
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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