AMVOY WEALTH
Firm details
- Headquarters
- New York, New York
- CRD number
- 333518
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Amvoy Wealth is an independent RIA structured as a limited liability company that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses and also offers selection of other advisers. Its fee arrangements include both a percentage-of-AUM component and fixed fees. Amvoy identifies as a capital allocator and reports being an active ESG investor. The adviser is not multi-state and is owned by an individual.
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
- Cash & Cash Equivalents100%
Owners & executives
1 of 1Sean Kearney
Chief Compliance OfficerCRD 7712618
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 450 Park Ave S
- Time zone
- ET (UTC-5)
- Office locations
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