Overview
Assets Under Management: $231 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 584
Average Client Assets: $0.3 million
Frequently Asked Questions
AMPLIFY FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325721), AMPLIFY FINANCIAL, LLC is subject to fiduciary duty under federal law.
AMPLIFY FINANCIAL, LLC is headquartered in SCOTTSDALE, AZ.
AMPLIFY FINANCIAL, LLC serves 584 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, AMPLIFY FINANCIAL, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
AMPLIFY FINANCIAL, LLC manages $231 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, AMPLIFY FINANCIAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 584
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.56%
Average Client Assets: $0.3 million
Total Client Accounts: 1,494
Discretionary Accounts: 1,494
Regulatory Filings
CRD Number: 325721
Filing ID: 2062627
Last Filing Date: 2026-03-30 22:50:16