AMC Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 308157
- Website
- amcwealth.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
AMC Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individuals and families. The firm offers financial planning and discretionary portfolio management for individuals and small businesses, charging clients through a percentage-of-AUM fee schedule and hourly billing for certain services. AMC does not present itself as a capital allocator or pension consultant, and it is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
William Haynes
Chief Compliance OfficerCRD 7390006
Contacts
3 of 6
Monique Holloway
Financial AdvisorCRD 6399357
Dustin Volentine
Financial AdvisorCRD 7857967
Hetal Saki
Financial PlannerCRD 5403110
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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