Amplify Financial, LLC

Overview

Amplify Financial, LLC is an SEC-registered limited liability company that provides discretionary portfolio management primarily to individuals, families and small businesses, with capacity to serve business or institutional clients as well. The firm is organized as a domestic entity with individual ownership and reports a fee structure listed as "other." It does not identify as an active ESG investor, is not multi-state registered, and does not serve as a capital allocator or pension consultant. Industry affiliations reported include relationships with a broker-dealer, another investment adviser, and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives