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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-13-2020
- Office Locations
- 7
Office Locations
About AMC Wealth Management, LLC
AMC Wealth Management is a fiduciary RIA focused on retirement planning and tax-efficient wealth management for local communities. Portfolios are customized to each client’s situation and existing assets, with a generally simple approach using index ETFs and CDs, often custodied at Schwab. Advice is available hourly or via a negotiated management fee.
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Owner & Executives
ADAM MICHAEL CROSS
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5888011
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
William Matthew Haynes
Advisor, Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7390006
MONIQUE HOLLOWAY
Advisor
- CRD
- #6399357
Showing 2 of 7 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,696,044 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,696,044 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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