Amplify ETFs

RIASEC RegisteredEst. 2015
Total AUM
$17.7B
Discretionary
$16.9B
95% of AUM
Avg account
$421M
Accounts
42
Employees
42
Advisory reps
10

Firm details

Headquarters
Lisle, Illinois
CRD number
173781
Registered since
January 2, 2015
Fee structure
Percentage of AUM
Client types
  • Investment Companies95.18%
  • Pooled Investment Vehicles4.82%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Amplify ETFs is organized as a limited liability company and is registered with the SEC since 2015. It operates as an institutional registered investment adviser serving institutional clients and functions as a capital allocator. The firm charges fees based on a percentage of assets under management and is actively engaged in commodity pool/commodity trading advisor activities. Its advisory work includes portfolio management for investment companies and pooled investment vehicles, and it also performs selection of other advisers. Amplify ETFs does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Jodie Crotteau

    Jodie Crotteau

    Chief Compliance OfficerCRD 2813500

  • Bradley Bailey

    Bradley Bailey

    Chief Financial OfficerCRD 4741056

  • David Wilding

    David Wilding

    Chief Operating OfficerCRD 2400287

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Contacts

3 of 6
  • Derek Januario

    Derek Januario

    Registered RepresentativeCRD 4752676

  • William Belden

    William Belden

    PresidentCRD 1693322

  • Thomas Aagaard

    Registered RepresentativeCRD 5569194

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lisle, IL

Du Page

Location

Lisle, IL

Headquartered in Lisle, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
3333 Warrenville Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth