Henry Middlezong is a registered investment advisor at Amfa LLC, based in Darien, CT, with 1 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The management fee is negotiable and subject to the investment management agreement between AMFA and the Client. AMFA may also charge a performance-based fee for certain clients.
Fee Estimator
Location
Darien, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Henry is a Senior Consultant at Dougherty Business Solutions, providing software engineering and programming services. This business is not investment-related.
Employment History
Current Registrations
Amfa LLC
State Registrations1 state
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.