$42MM AUM | $320,000 Rev in
Amling Investments is an established financial planning/investment advisory firm. We manage our clients assets, use ETFs, stocks and mutual funds. Our clients are primarily working age and clients over age 30. They are a very loyal clientele with most accounts with us over 5 years. Majority of the assets are held at TD Ameritrade/Schwab. We do not sell products. Looking to acquire other small advisory firms to grow ours.