$45.2K Total AUM
$45.2K Disc. AUM
-- 3Y CAGR
2 Employees
2 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2020
- Office Locations
- 1
Office Locations
6905 Echo Bluff DR Dallas TX
About Amplified Alpha
Amplified Alpha is a Dallas-based investment manager that builds tailored, model-driven portfolios using a proprietary quantitative analysis process focused on risk reduction and return objectives. Portfolios are implemented primarily with ETFs, with limited use of derivatives, and the firm custodies assets at Charles Schwab.
Team overview
-- AVG AGE
$22.6K AVG AUM / ADVISOR
$22.6K AVG AUM / CLIENT
5.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
Jeffrey Alan Fritts
Manager, Senior Vice President
- CRD
- #7427439
- Ownership
- 50% but less than 75%
Available
Available
Available
Louis Ezekiel Fritts
Associate Analyst, Manager
- CRD
- #7427437
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,213 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,213 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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