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David Rosenblatt

Amplio

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About David Rosenblatt

David Rosenblatt is a financial advisor at Amplio Wealth LLC. David is a Chartered Financial Analyst and is registered in Illinois. David has been a financial advisor since 2012 and has experience at several firms including BMO Global Asset Management and Columbia Threadneedle Investments. Amplio Wealth LLC is a registered investment advisor based in Chicago, Illinois. They specialize in providing portfolio management for individuals.

Firm Information

David Rosenblatt is currently registered with Amplio. Amplio Wealth LLC is an investment advisor registered with the SEC and has 1 investment adviser representative. They manage $10,587,897 in regulatory assets under management for 9 accounts and primarily serve high-net-worth individuals. The firm offers portfolio management for individuals.

$10.59M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Rosenblatt’s Registration & Firm History

IL

08/06/2024 - Present

Amplio (CHICAGO IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Rosenblatt.
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