Amphora Wealth Management, LLC

Amphora Wealth Management, LLC (CRD# 157968) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $46,901,287 in 309 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $151,784
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
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.

NC

Financial Advisors at Amphora Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Eric J. Sobocinski
CRD#: 4619747
100 Europa Drive, Suite 431, Chapel Hill, NC 27517
93
Wealthminder
score

Eric Sobocinski (CRD# 4619747) is an Investment Advisor Representative working at Amphora Wealth Management, LLC in Chapel Hill, NC and has over 13 years of experience in the finance industry.

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