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Building 2AMPLIFY FINANCIAL, LLC

Map pinSCOTTSDALE, AZ
Phone602-562-7800
NotebookSEC #801-128942
Total AUM
$230.7M
Employees
7
Clients
1,604

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8605 EAST RAINTREE DRIVE
SUITE 275
SCOTTSDALE
AZ 85260
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
602-562-7800

ReceiptFinancials

Total AUM
$230.7M
Accounts
1,494
Discretionary
$230.7M
Accounts
1,494
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,017
AUM
$77.4M
HNW Individual Clients
584
AUM
$149M
Pension/Profit Sharing Plan Clients
1
AUM
$899.7K
Charitable Organization Clients
1
AUM
$669.7K
Corporation or Business Clients
1
AUM
$2.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other Fee
Other Compensation
SUB-ADVISORY SERVICE

Shield checkCompliance

Disclosures

None reported

State Registrations
AZ

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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