Amling Investments LLC

Amling Investments LLC (CRD# 149783) is a financial advisory firm headquartered in Chicago, IL. They manage $49,848,434 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
155 North Wacker Drive, Suite 4250, Chicago, IL 60606
https://www.amlinginvestments.com/
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $524,720
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Amling Investments LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter Amling, financial advisor Chicago IL
Peter C. Amling
CRD#: 5650069
155 North Wacker Drive, Suite 4250, Chicago, IL 60606

Peter Amling (CRD# 5650069) is an Investment Advisor Representative working at Amling Investments LLC in Chicago, IL and has over 10 years of experience in the finance industry. Peter Amling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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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