AMFA LLC

AMFA LLC is an SEC-registered investment adviser (CRD 298994). Regulatory assets under management: $17.3M.

Registration

• CRD: 298994
• Type: Registered investment adviser
• Phone: 475-544-9706
• Latest filing: 2026-03-31
• Regulatory AUM: $17.3M
• Discretionary AUM: $14.7M
• Non-discretionary AUM: $2.6M
• Clients: 5
• Accounts: 24

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298994 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search