Amling Investments LLC

EST. AUM
$44,813,900

CONTACTS
1

CLIENT ACCOUNTS
45

Firm Details

Metro area Chicago
CRD Number 149783
Website amlinginvestments.com
Client types

Overview

Amling Investments LLC is an independent, fee-only Registered Investment Advisor (RIA) headquartered in Chicago, Illinois. Established in 2009 by Peter C. Amling, the firm provides comprehensive wealth management and financial planning services tailored to individuals, families, and small businesses across the United States. Known for its client-centric and fiduciary approach, Amling Investments emphasizes transparency, long-term investment strategies, and ethical financial practices. The firm manages over $35 million in assets and serves approximately 100 clients. It offers a wide range of services including retirement and education planning, debt management, and portfolio construction with an option for socially responsible investing. Amling Investments operates under a tiered, assets-under-management (AUM) fee structure, with no commissions or product sales, reinforcing its commitment to unbiased advice and personalized service.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Amling Investments LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company