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AMPHORA WEALTH MANAGEMENT, LLC
AMPHORA WEALTH MANAGEMENT, LLC
CHAPEL HILL, North Carolina
·
1 registered advisor
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CRD# 157968
SEC# 801-125693
1
(919) 240-6111
01
Firm Overview
AUM
$123M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at AMPHORA WEALTH MANAGEMENT, LLC
1 registered advisor
Eric John Sobocinski
CHAPEL HILL, North Carolina
CRD# 4619747
05
Office Locations
CHAPEL HILL, North Carolina
1 advisor
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Data sourced from SEC Form ADV filings. AMPHORA WEALTH MANAGEMENT, LLC (CRD# 157968) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.