Amplify Financial, LLC

Overview

Amplify Financial, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves individual and family clients, offering portfolio management for individuals and small businesses as well as for business or institutional clients. Its fee structure is listed as “other,” and it is not identified as an active ESG investor or a multi-state adviser. The firm reports it does not act as a capital allocator to third‑party managers. Amplify maintains industry relationships across brokerage and insurance channels — its affiliations include a broker‑dealer, another investment adviser, and an insurance company — which suggests advisers at the firm use multiple distribution and product channels when constructing client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives