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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-07-2011
- Office Locations
- 1
Office Locations
About Amphora Wealth Management, LLC
Amphora Wealth Management is an RIA providing fiduciary wealth management and integrated planning for high-performing entrepreneurs, physicians, professors, athletes, and coaches, as well as families, businesses, and retirement plans. Portfolios are built around evidence-based, passive investing with global diversification, risk tilts, tax-aware asset location, and custom fixed income when needed. The firm is a BAM Alliance member with access to Dimensional Fund Advisors (DFA) strategies.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Eric John Sobocinski
Chief Compliance Officer, Manager
- CRD
- #4619747
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Anthony John Giunipero
Investment Advisor
- CRD
- #7332014
AmyJo Young McElfresh
CERTIFIED FINANCIAL PLANNER
- CRD
- #6886322
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $195,182,066 | $304,022 |
| Non-Discretionary | $1,023,358 | $146,194 |
| Total | $196,205,424 | $302,320 |
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Separately Managed Accounts
Total SMA Asset: $196,205,424
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $781,334,996 | 17.9% |
| Cash | $864,269,995 | 19.8% |
| Equity - Exchange | $598,004,997 | 13.7% |
| Other | $785,699,996 | 18.0% |
| U.S. Government/Agency | $654,749,997 | 15.0% |
| Municipal Bonds | $680,939,996 | 15.6% |
| Total | $4,364,999,977 | 100.0% |