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Matthew Daniel Liebman

AMPLIUS WEALTH ADVISORS, LLC·BLUE BELL, Pennsylvania
Unclaimed Profile
1787 SENTRY PARKWAY WEST, BLUE BELL, PA 19422CRD# 3065206Firm CRD# 312463
01

About

Matthew Daniel Liebman is a registered financial advisor based in BLUE BELL, Pennsylvania, affiliated with AMPLIUS WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AMPLIUS WEALTH ADVISORS, LLC
AMPLIUS WEALTH ADVISORS
AUM
$1.3B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at AMPLIUS WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3065206
Firm CRD# 312463
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Daniel Liebman offer?
Matthew Daniel Liebman specializes in Financial Planning, Investment Management. Contact their office in BLUE BELL, Pennsylvania for a consultation.
What are Matthew Daniel Liebman's credentials?
Matthew Daniel Liebman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Daniel Liebman located?
Matthew Daniel Liebman is based in BLUE BELL, Pennsylvania, working with AMPLIUS WEALTH ADVISORS, LLC. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.
How does Matthew Daniel Liebman charge for services?
Matthew Daniel Liebman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMPLIUS WEALTH ADVISORS, LLC?
AMPLIUS WEALTH ADVISORS, LLC has approximately 12 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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