Amplify Financial, LLC

RIASEC RegisteredEst. 2023

Total AUM

$231M

Discretionary

$231M

100% of AUM

Avg account

$154K

Accounts

1,494

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 325721
Registered since: October 20, 2023
Website: amplifyplatform.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure: Other
Client types: HNWI64.56%
Individuals33.55%
Corporations / Businesses1.2%
Pension & Profit Sharing Plans0.39%
Charitable Organizations0.29%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Amplify Financial, LLC is a limited liability company organized as an institutional registered investment adviser (SEC registration in 2023). The firm serves individual and family clients and also provides portfolio management services to small businesses and other institutions. Its stated business model includes advisory portfolio management rather than acting as a capital allocator. Amplify Financial is not flagged as an active ESG investor and is not registered as a multi-state adviser. The firm reports a mixed set of industry relationships: it is affiliated with broker-dealer activity, another investment adviser, and an insurance company. Fee arrangements are categorized as "Other" on the filing, and the firm does not identify itself as a pension consultant or related adviser.