Allyson
Mangine
Amplius Wealth Advisors
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About this Advisor
Allyson Mangine is a certified financial planner who works in Blue Bell, Pennsylvania who has 1 year of industry experience. Mangine is currently employed by Amplius Wealth Advisors. The advisor has gained experience at Rbc Capital Markets, LLC, Lascala'S, The Bead Garden, Garnet Valley School District, Temple University, Fidelity Investments and Amplius Wealth Advisors. Mangine maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Amplius Wealth Advisors is a business headquartered in Blue Bell, PA. It administers $1 billion in assets between its 2,234 client accounts, making it one of the larger firms in the nation by assets under management. Of its 2,234 accounts, 51% belong to high-net-worth investors who have more than $1 million in investable assets. Amplius Wealth Advisors offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on which service is offered. Fee types billed by Amplius Wealth Advisors likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Amplius Wealth Advisors Brokerage Details
$1,013,510,117
11
2,234
$453,675
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Allyson Mangine Work History
Allyson has been registered as a financial advisor for 1 years.*
Amplius Wealth Advisors
Fidelity Investments
Rbc Capital Markets, LLC
Rbc Capital Markets, LLC
Rbc Capital Markets, LLC
Lascala'S
Temple University
The Bead Garden
Garnet Valley School District
*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 Allyson Mangine 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 Amplius Wealth Advisors
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
