|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Amplify Financial LLC
✚
|
|
|---|---|
| CRD # | 325721 |
| SEC # | 801-128942 |
| CIK # | 0001632494, 0001780617 |
| AUM | $268.8 M (2025-04-01) |
| Employees | 15 (20% Investors, 13% Brokers) |
| Phone | 602-562-7800 |
| Address | 8605 East Raintree Drive Scottsdale, AZ 85260 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001632494 0001780617 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 3.2 | ||
| Apple Inc | 2.8 | ||
| Nvidia Corp | 2.4 | ||
| Facebook Inc | 1.6 | ||
| Procter & Gamble Co | 1.5 | ||
| J P Morgan Chase & Co | 1.5 | ||
| Amazon Com Inc | 1.4 | ||
| VISA Inc | 1.3 | ||
| Broadcom Inc | 1.0 | ||
| Home Depot Inc | 0.9 | ||
| Alphabet Inc | 0.9 | ||
| Goldman Sachs Group Inc | 0.9 | ||
| International Business Machines Corp | 0.9 | ||
| United Technologies Corp /DE/ | 0.8 | ||
| Caterpillar Inc | 0.8 | ||
| American Express Co | 0.7 | ||
| TJX Companies Inc /DE/ | 0.7 | ||
| Alphabet Inc | 0.7 | ||
| CME Group Inc | 0.7 | ||
| Honeywell International Inc | 0.7 | ||
| McDonalds Corp | 0.6 | ||
| Lilly Eli & Co | 0.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 319 | 28.8 |
| (b) Individuals (high net worth individuals) | 220 | 228.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.7 |
| (h) Charitable organizations | 1 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 10.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,066 | 268.8 |
| By Discretionary | ||
| Discretionary | 1,066 | 268.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,066 | 268.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 268.8 | |
| Total | 1,066 | 268.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001632494] | |
| 13F-NT | [0001632494] | |
| D | [0001780617] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Optimum Financial Services LLC
✚
|
MS | 0.3 |
|
Fortress Wealth Management Inc
✚
|
CA | 0.3 |
|
Tieton Capital Management LLC
✚
|
WA | 0.3 |
|
Sonoma West LLC
✚
|
0.3 | |
|
Strategic Financial Partners Ltd
✚
|
0.3 | |
|
Hamrick Investment Counsel LLC
✚
|
WA | 0.3 |
|
RM Private Wealth Management Inc
✚
|
FL | 0.3 |
|
Kiker Wealth Management LLC
✚
|
GA | 0.3 |
|
Aventura Private Wealth LLC
✚
|
FL | 0.3 |
|
Phillip B White Co Inc
✚
|
CA | 0.3 |