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Matthew Philip Amos

PROFESSIONAL FINANCIAL ADVISORS, INC.·NEW CUMBERLAND, Pennsylvania
PROFESSIONAL FINANCIAL ADVISORS, INC.
502 BRIDGE ST, NEW CUMBERLAND, PA 17070CRD# 1177946Firm CRD# 119910

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Philip Amos · NEW CUMBERLAND, PA
Registration
CRD #1177946 · PROFESSIONAL FINANCIAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Matthew Philip Amos is a registered financial advisor based in NEW CUMBERLAND, Pennsylvania, affiliated with PROFESSIONAL FINANCIAL ADVISORS, INC.. 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
Introduction

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03

Firm Overview

Firm
PROFESSIONAL FINANCIAL ADVISORS, INC.
PROFESSIONAL FINANCIAL ADVISORS, INC.
AUM
$158M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PROFESSIONAL FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1177946
Firm CRD# 119910
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Philip Amos offer?
Matthew Philip Amos specializes in Financial Planning, Investment Management. Contact their office in NEW CUMBERLAND, Pennsylvania for a consultation.
What are Matthew Philip Amos's credentials?
Matthew Philip Amos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Philip Amos located?
Matthew Philip Amos is based in NEW CUMBERLAND, Pennsylvania, working with PROFESSIONAL FINANCIAL ADVISORS, INC.. Their office serves clients in the NEW CUMBERLAND metropolitan area and surrounding communities.
How does Matthew Philip Amos charge for services?
Matthew Philip Amos'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 PROFESSIONAL FINANCIAL ADVISORS, INC.?
PROFESSIONAL FINANCIAL ADVISORS, INC. has approximately 6 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PROFESSIONAL FINANCIAL ADVISORS, INC.

Christine Anne Amos
CAMP HILL, PA
David Lee Englehart
NEW CUMBERLAND, PA
Jeffrey Scott Nickum
NEW CUMBERLAND, PA

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Research
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