Chief Strategy Officer · Amplius Asset Management, LLC
Aaron S. Marks
CRD 5173567 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Amplius Asset Management, LLC, an SEC-registered asset manager based in Blue Bell, PA with $247 million in regulatory assets, lists Aaron S. Marks on its Form ADV as Chief Strategy Officer, a control person. The SEC filings also name Aaron at 1 other registered adviser.
Firms and roles
- Amplius Asset Management, LLCChief Strategy OfficerAsset manager · Blue Bell, PA · $247M in regulatory assets
- Amplius Wealth AdvisorsChief Strategy OfficerWealth manager · Blue Bell, PA · $1.7B in regulatory assets
AtlasMembers
Aaron’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Samuel A. LiebmanChairman, Amplius Asset Management, LLC
- MATTHEW D. LIEBMANCEO, CCO, Amplius Asset Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Aaron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.