A complete list of active advisors currently associated with A.M.Fintelligence

Warmer can help you find a great advisor at A.M.Fintelligence or one who fits your needs even better.

A.M.Fintelligence provides customized investment management services to individuals, high-net-worth clients, families, trusts, estates, and small businesses, advising across equities, fixed income, options, mutual funds, ETFs and REITs. The firm currently reports no assets under management and its state registration is pending, with advisory operations to commence upon approval. The firm uses a discretionary, asset-allocation driven process that begins with an Investment Policy Statement and includes goal setting, asset allocation modeling, security selection, implementation and ongoing monitoring; for suitable clients it may employ active options strategies. A.M.Fintelligence also offers occasional educational seminars and workshops to clients and their guests at no charge. Distinctive features include the principal’s active life, health and variable insurance producer licenses and the possibility that the firm or its principal may receive commissions for recommending insurance or variable insurance products; the firm discloses and documents such recommendations and related conflicts in client files. A.M.Fintelligence does not act as a private fund adviser, reports no managed client assets at this time, and notes that the principal maintains an unrelated part‑time rideshare occupation that the firm says is managed so it does not interfere with advisory responsibilities.

To learn more about the advisors currently working at A.M.Fintelligence, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.