Anthony
Giunipero
Amphora Wealth Management, LLC
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About this Advisor
Anthony Giunipero is a financial advisor based out of Chapel Hill, North Carolina who has 2 years of industry experience. Giunipero is an employee of Amphora Wealth Management, LLC. Their career trajectory has included roles at Amphora Wealth Management, LLC, United States Marine Corps and Globus Medical. Giunipero has a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in North Carolina and Pennsylvania. Amphora Wealth Management, LLC is a registered investment firm based in Chapel Hill, NC. The company has just three advisors. It administers $106 million in assets under management across its 532 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves three charities and foundations. Of its 532 customer accounts, 39% are associated with high-net-worth investors who have more than $1 million in assets. Amphora Wealth Management, LLC performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management are based on which services the firm provides the client. Fee types charged by Amphora Wealth Management, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Amphora Wealth Management, LLC Brokerage Details
$106,067,788
3
532
$199,376
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Anthony Giunipero Work History
Anthony has been registered as a financial advisor for 2 years.*
Amphora Wealth Management, LLC
Globus Medical
United States Marine Corps
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Giunipero 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 4/16/2023. 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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