Amling Investments LLC
Amling Investments LLC (CRD# 149783) is a financial advisory firm headquartered in Chicago, IL. They manage $28,923,000 in 130 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts130ACCOUNTS
Average Account Value$222,485
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.