A
$230.7M Total AUM
$230.7M Disc. AUM
-- 3Y CAGR
7 Employees
1,601 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2023
- Office Locations
- 1
Office Locations
8605 East Raintree Drive Suite 275 Scottsdale AZ
About Amplify Financial, LLC
Amplify Financial, LLC is a Scottsdale-based RIA. The firm has been operating for 3 years. Managing $230.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Pershing.
Team overview
31 AVG AGE
$115.4M AVG AUM / ADVISOR
$144.1K AVG AUM / CLIENT
1.8 yrs AVG TENURE
7 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
Aaron Brodt
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #5017914
- Ownership
- Less than 5%
Available
Available
Available
Heidi Maria Brodt
Financial Advisor
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 5 owners & executives
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CLAUDIU A. BARBOS
Director
- CRD
- #4032087
Available
Available
Available
W
William Payton Bayuk
--
- CRD
- #6452377
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,715,554 | $154,428 |
| Non-Discretionary | $0 | -- |
| Total | $230,715,554 | $154,428 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Public Funds:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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