About Us
Amling Investments is an Illinois state-registered investment advisory firm specializing in wealth management and financial planning. Our clients include individuals, families and small businesses throughout the country. The company was founded in 2009 by Peter Amling, who has almost a decade’s worth of experience in professional money management as well as extensive post-graduate training in financial planning. Amling Investments focuses on delivering expert personalized service, individual attention, and a holistic approach to wealth management. We take pride in working for our clients and no one else – and earning results. In 2010, while the S&P 500 returned 13%, our clients earned 18%, beating the market by 5%.
Amling Investments is proud to offer all the benefits of working with a boutique firm rather than a nationwide chain. Because we work one-on-one with each of our clients we are able to tailor all our services to your unique needs. In-person meetings with a financial advisor are especially important, so we would gladly travel to your office or home. And every phone call, during regular business hours as well as evenings and weekends, is answered by your knowledgeable Personal Wealth Advisor – not an outsourced 1-800 call center. Amling Investments is here to serve you, our client, not corporate headquarters.
View our registration information at the SEC's Investment Advisor Public Disclosure site.