AMPHORA WEALTH MANAGEMENT, LLC - Financial Advisor in North Carolina, Chapel Hill

Tel: (919) 240-6111 100 Europa Drive Suite 431 Chapel Hill, North Carolina 27517

About AMPHORA WEALTH MANAGEMENT, LLC

AMPHORA WEALTH MANAGEMENT, LLC is a Chapel Hill, North Carolina based financial advisory firm with nearly $122,565,184 in assets under management and provides investment advisory services for 588 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

157968

Firm SEC#:

801-125693

Assets Under Management:

$122,565,184

No. of Clients:

588

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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