Amanda Phillips is a registered investment advisor at Hudock Capital Group, based in Williamsport, PA, with 12 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 921 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hudock Capital Group provides asset management services primarily through a wrap fee program, combining investment management and transaction costs into a single bundled fee. Portfolio management fees are detailed in a separate wrap fee program brochure, and the firm generally requires a minimum investment of $1,000,000 to open and maintain an advisory account, though this minimum may be waived at their discretion.
Location
400 Market Street, Suite 200, Williamsport, PA, 17701
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Hudock Capital Group
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Shelley Whitnack, CFPHudock Capital Group
- Matthew Edmonds, CFPKintra Wealth, LLC
- Debra Schneider, CFPWells Fargo Advisors
- Curtis Fay, CFPCetera Investment Advisers LLC
- Michael Kolb, CFPKintra Wealth, LLC
- Ashley Miller, ChFCLPL Financial LLC