Amos WarrenCRD Number: 3091633
Current Firm: M&r Capital Management Inc.
Amos Warren (CRD# 3091633) is an Investment Advisor Representative working at M&r Capital Management Inc. in Summit, NJ and has 1 year of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|M&r Capital Management, Inc.||Summit, NJ||Dec 2022 - Current||< 1|
|Dumont & Blake Investment Advisors||Princeton, NJ||Jul 2020 - Nov 2022||2|
|Altius Capital Management LLC||Princeton, NJ||Jun 2011 - Dec 2020||9|
|Dumont & Blake Investment Advisors||Princeton, NJ||Oct 2015 - Jun 2020||4|
|Warren International||Princeton, NJ||Jan 2008 - Dec 2015||7|
Total Assets Under Management454MILLIONS
Total Number of Accounts450ACCOUNTS
Average Account Value$1,009,852
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, CT, FL, GA, IL, LA, MA, NC, NH, NJ, NM, NY, OH, OK, PA, SC, TX, UT, VA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.