AMPLIFY FINANCIAL, LLC

Overview

Amplify Financial, LLC is a recently SEC-registered advisory firm (2023) that focuses on portfolio management for individuals, small businesses and institutional/business clients. The firm shows a clear tilt toward public equities as its primary allocation preference and appears to use a managed, discretionary model across most client relationships. Amplify Financial maintains broker-dealer and insurance company affiliations, which suggests it integrates third-party product platforms and insurance solutions alongside its advisory services. Its fee structure is listed as "other," indicating non-standard or customized fee arrangements rather than a simple percentage-of-assets model. The adviser is not positioned as an ESG specialist, a pension consultant, or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices