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About AMIA CAPITAL LLP
AMIA CAPITAL LLP is a leading financial advisory firm that specializes in providing expert financial guidance to individuals and businesses. The company prides itself on its team of highly skilled and experienced advisors who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice
- Assists in creating and managing investment portfolios
- Offers strategic tax planning and wealth management services
- Helps clients establish financial goals and develop a plan to achieve them
- Educates clients on financial markets and latest trends
Facts and Insights:
AMIA CAPITAL LLP has over 20 years of experience in the financial industry and has successfully managed assets and provided financial advice to a diverse range of clients. The firm has a strong track record of delivering tangible results and helping clients achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2017 | $50 | 10 |
| 2018 | $75 | 12 |
| 2019 | $100 | 15 |
| 2020 | $120 | 18 |
| 2021 | $140 | 20 |
Financial Services Offered:
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Insurance and risk management
Client Types:
AMIA CAPITAL LLP caters to a diverse range of clients, including individuals, families, small and medium-sized businesses, and institutional investors. The firm is committed to providing tailored financial solutions that meet the specific needs of each client.
Fees & Compensation:
AMIA CAPITAL LLP charges a management fee based on a percentage of assets under management. The firm also offers clients the option to pay hourly fees for specific financial planning services. All fees and compensation arrangements are fully disclosed to clients before engaging in any services.
Background:
Founded in 1999, AMIA CAPITAL LLP has grown to become a leading financial advisory firm with a reputation for providing excellent and personalized service to clients. The firm’s team of advisors has a diverse range of expertise and experience, allowing them to provide comprehensive financial guidance.
Financial Advisor Disclosures to Know:
AMIA CAPITAL LLP is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm’s advisors are also registered with the Financial Industry Regulatory Authority (FINRA) and undergo regular training and development to ensure they are up-to-date with industry regulations and best practices.