Amphora Wealth Management, LLC

Amphora Wealth Management, LLC (CRD# 157968) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $122,565,184 in 588 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
100 Europa Drive, Suite 431, Chapel Hill, NC 27517
http://www.amphorawealth.com
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    588
    ACCOUNTS
  • Average Account Value
    $208,444
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, PA

Financial Advisors at Amphora Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Amy Jo McElfresh, financial advisor Chapel Hill NC
Amy Jo Y. McElfresh
CRD#: 6886322
100 Europa Drive, Suite 431, Chapel Hill, NC 27517

Amy Jo McElfresh (CRD# 6886322) is an Investment Advisor Representative working at Amphora Wealth Management, LLC in Chapel Hill, NC and has 1 year of experience in the finance industry.

2
Eric Sobocinski, financial advisor Chapel Hill NC
Eric J. Sobocinski
CRD#: 4619747
100 Europa Drive, Suite 431, Chapel Hill, NC 27517

Eric Sobocinski (CRD# 4619747) is an Investment Advisor Representative working at Amphora Wealth Management, LLC in Chapel Hill, NC and has over 20 years of experience in the finance industry.

3
Anthony Giunipero, financial advisor Chapel Hill NC
Anthony J. Giunipero
CRD#: 7332014
100 Europa Drive, Suite 431, Chapel Hill, NC 27517

Anthony Giunipero (CRD# 7332014) is an Investment Advisor Representative working at Amphora Wealth Management, LLC in Chapel Hill, NC and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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