Overview
Assets Under Management: $253 million
Headquarters: MELVILLE, NY
High-Net-Worth Clients: 98
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 889
Discretionary Accounts: 788
Non-Discretionary Accounts: 101
Regulatory Filings
CRD Number: 305933
Last Filing Date: 2025-02-18 00:00:00
Website: https://ampwealthcare.com