Amity Investment Management

Amity Investment Management (CRD# 131004) is a financial advisory firm headquartered in Sherman Oaks, CA. They manage $12,912,534 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $461,162
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Amity Investment Management
Showing 1 - 2 of 2 top financial advisors.
1
Thomas J. Foster
CRD#: 1059155
1111 N. Brand Blvd., Suite 200, Glendale, CA 91202
93
Wealthminder
score

Thomas Foster (CRD# 1059155) is an Investment Advisor Representative working at Amity Investment Management in Glendale, CA and has over 26 years of experience in the finance industry.

2
Lawrence S. Jay
CRD#: 821292
1111 N. Brand Blvd., #200, Glendale, CA 91202
63
Wealthminder
score

Lawrence Jay (CRD# 821292) is an Investment Advisor Representative working at Amity Investment Management in Glendale, CA and has over 36 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.