Amyjo
Mcelfresh
Amphora Wealth Management, LLC
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About this Advisor
Amyjo Mcelfresh is a financial advisor based in Chapel Hill, North Carolina, working with Amphora Wealth Management, LLC. Amyjo has previously held positions at Guardian Pointe Private Wealth Management, College Funding Consultants, Amphora Wealth Management, LLC, Ajm Consulting, Inc, and Ajm Consulting, Inc D/B/A Holistic Insurance Solutions. Amyjo is registered to provide services in North Carolina. Currently, Amyjo is part of Amphora Wealth Management, LLC, which operates out of Chapel Hill, North Carolina. The firm has one office and three employees. The firm manages assets totaling $122.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Amphora Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Amphora Wealth Management, LLC Brokerage Details
$122,565,184
3
588
$208,444
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Amyjo Mcelfresh Work History
Amphora Wealth Management, LLC
Ajm Consulting, Inc D/B/A Holistic Insurance Solutions
Ajm Consulting, Inc
Guardian Pointe Private Wealth Management
College Funding Consultants
Disclosures
Please visit the SEC profile of Amyjo Mcelfresh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Amphora Wealth Management, LLC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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