Claim Profile
JA

Jonathan Joseph Amoia

SANDHILL CAPITAL PARTNERS LLC·BUFFALO, New York
Unclaimed Profile
40 FOUNTAIN PLAZA, BUFFALO, NY 14202CRD# 4790697Firm CRD# 129800
01

About

Jonathan Joseph Amoia is a registered financial advisor based in BUFFALO, New York, affiliated with SANDHILL CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SANDHILL CAPITAL PARTNERS LLC
SANDHILL INVESTMENT MANAGEMENT
AUM
$2.1B
Regulatory assets under management
Employees
26
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: CLIENT OPTIONAL ADDITIONAL BONUS
Regulatory
SEC/IARD CRD# 4790697
Firm CRD# 129800
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BUFFALO?

Browse all registered financial advisors in BUFFALO, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jonathan Joseph Amoia offer?
Jonathan Joseph Amoia specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BUFFALO, New York for a consultation.
What are Jonathan Joseph Amoia's credentials?
Jonathan Joseph Amoia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Joseph Amoia located?
Jonathan Joseph Amoia is based in BUFFALO, New York, working with SANDHILL CAPITAL PARTNERS LLC. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.
How does Jonathan Joseph Amoia charge for services?
Jonathan Joseph Amoia's firm is compensated through percentage of aum, subscription fees, other: client optional additional bonus. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANDHILL CAPITAL PARTNERS LLC?
SANDHILL CAPITAL PARTNERS LLC has approximately 26 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty