Amplify Investments LLC (Wheaton)

Amplify Investments LLC is a large advisory firm based in Wheaton. It manages $650.43 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Illinois.

Amplify Investments provides portfolio management for investment companies and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as 40 act product development.

Amplify Investments: assets under management

The assets under management (AUM) of Amplify Investments LLC is $650.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 407% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $650.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $92.92 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Amplify Investments LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients William Hinchliffe Belden serves?

The only and largest group of clients of William Hinchliffe Belden is investment companies with 7 clients and $650.43 million of assets under management. Among the 8 most similar advisory firms, Amplify Investments has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $650.43 million for 7 clients. None of the firm’s clients are foreign persons or businesses.

Amplify Investments doesn't advise any private funds.

Careers at Amplify Investments LLC

The company employs 11 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

William Hinchliffe Belden has been acting as President since 1 Nov 2018. Bradley H Bailey joined the executive team most recently as the Cfo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Arthur Hopkins	Cco	1 Nov 2014	50% - 75%	249956
Christian William Magoon	Managing member	1 Nov 2014	25% - 50%	2911044
Amplify Holding Company Llc	Sole owner	1 Nov 2014	75% - 100%	47-2009809
Edward Hayes Keiley	Cco	1 Sep 2015	Other	2187781
John Griffin Phillips	Coo	1 Oct 2015	Other	2363571
Bradley H Bailey	Cfo	1 Apr 2016	Other	4741056
William Hinchliffe Belden	President	1 Nov 2018	Other	1693322

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Christian William Magoon	Ceo	1 Oct 2014	25% - 50%	2911044
James J Simpson	Vice president	1 Nov 2014	Other	2204191

Based in Wheaton

The principal office where Amplify Investments LLC performs its advisory services is located at 310 S. Hale Street, Wheaton, IL 60187, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (630)-487-2530 or by fax (630)-487-2524. The normal business hours are 9:00 - 5:00 on Monday - Friday.