Overview
Assets Under Management: $1.5 billion
Headquarters: BLUE BELL, PA
High-Net-Worth Clients: 388
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 388
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,773
Discretionary Accounts: 2,773
Regulatory Filings
CRD Number: 312463
Filing ID: 1999700
Last Filing Date: 2025-06-24 15:30:00
Website: https://ampliuswealth.com