RIA Intel›Advisers›Illinois›AMPLIFY INVESTMENTS LLC

AMPLIFY INVESTMENTS LLC

Institutional

N·LISLE, IL

Data as of Jan 14, 2026 · Source: SEC Form ADV

Total AUM

$10.1B

1-Year AUM Growth

+36.2%

3-Year CAGR

+19.8%

Employees

28

Assets Under Management

Total AUM$10.1B

Discretionary AUM$10.0B

Non-Discretionary AUM$112M

Discretionary %98.9%

Total Clients32

Team

Total Employees28

Investment Advisers30

Employee Growth (1Y)—

Filing History

Total Filings on Record18

First FilingDec 1, 2014

Latest FilingJan 14, 2026

🔒 Full AUM trend chart and 18 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AMPLIFY INVESTMENTS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.