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- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Beacon optimaHorizon unison +more
- Established Date
- 01-18-2019
- Office Locations
- 1
Office Locations
About Amfa LLC
AMFA LLC is a boutique RIA in Darien, CT providing discretionary investment management and portfolio construction focused on asset allocation and risk management for retail and institutional relationships, including entrepreneurs. Portfolios are implemented primarily with ETFs and derivatives, with additional exposure themes that include digital assets, fixed income, and alternatives. Custody includes Interactive Brokers and Merrill Lynch; the firm is led by owner and CCO Aurora Maher.
Team overview
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Client Personas
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Investment Themes
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Services
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Owner & Executives
AURORA Maher
Chief Compliance Officer, Financial Advisor
- CRD
- #4405137
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Henry Middlezong
--
- CRD
- #7784342
Yingying Tan
--
- CRD
- #5186038
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,692,098 | -- |
| Non-Discretionary | $2,560,371 | -- |
| Total | $17,252,469 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,381,582
| Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | $2,316,267,236 | 31.3% |
| Cash | $1,879,654,562 | 25.4% |
| Equity - Exchange | $3,204,293,014 | 43.3% |
| Total | $7,400,214,812 | 100.0% |