RIA Intel›Advisers›Connecticut›AMFA LLC

AMFA LLC

Advisory

CT

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CT

#1,154

of 1,312 advisers by AUM

Average account

$719K

across 24 accounts

AUM per adviser

$9M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$17M

Discretionary AUM$15M

Non-Discretionary AUM$3M

Discretionary %85.2%

Total Clients19

Team

Total Employees5

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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