Amling Investments LLC

Description

Amling Investments is an Illinois state-registered investment advisory firm specializing in wealth management and financial planning. Our clients include individuals, families and small businesses throughout the country. The company was founded in 2009 by Peter Amling, who has almost a decade’s worth of experience in professional money management as well as extensive post-graduate training in financial planning. Amling Investments focuses on delivering expert personalized service, individual attention, and a holistic approach to wealth management. We take pride in working for our clients and no one else – and earning results. In 2010, while the S&P 500 returned 13%, our clients earned 18%, beating the market by 5%.

Mr. Amling has extensive experience as a Personal Wealth Advisor by putting clients first. His career began when the owner of a boutique wealth management firm took him under his wing and showed him the ropes. Through the years and with increasing responsibility Mr. Amling was able to gain insight from his mentor's 40 years of experience in the business. Through this Mr. Amling was able to learn to serve clients by building relationships and delivering returns with reduced risk. Through his experience and formal education Mr. Amling has developed a unique view of the financial and investment world. Having seen it all, from the bull markets to the bear markets and Wall St scandals he holds himself and the firm to a high standard based on character, ethics, and always putting the client first. Mr. Amling is a graduate of Marquette University in Milwaukee, WI with a Bachelor’s Degree in Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional. He is Series 65 licensed.

Amling Investments is proud to offer all the benefits of working with a boutique firm rather than a nationwide chain. Because we work one-on-one with each of our clients we are able to tailor all our services to your unique needs. In-person meetings with a financial advisor are especially important, so we would gladly travel to your office or home. And every phone call, during regular business hours as well as evenings and weekends, is answered by your knowledgeable Personal Wealth Advisor – not an outsourced 1-800 call center. Amling Investments is here to serve you, our client, not corporate headquarters.

Amling Investments offers a unique portfolio of socially responsible investment options. Social responsibility is a key priority of Amling Investments and a vision we try to incorporate into all our work. We want to provide our clients with the opportunity to build their financial security while also investing in communities and causes that align with their values and mission. We would be happy to provide more details on these investment opportunities if you are interested.

Fact sheet

Products & services

Similar companies nearby