Hoang Phuong Phan
Investment adviser representative at Amplify Etfs
11 yearsExperience
1 stateRegistered in
$17.7BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Amplify EtfsJul 2026 to now
- Foreside Fund Services, LLCFeb 2024 to now
- Amplify Investments LLCDec 2023 to now
- The Compliance Review LLCApr 2023 to Dec 2023
- Allocations Crowdfunding, LLCNov 2021 to Dec 2023
- Allocations, IncNov 2021 to Dec 2023
- Precise Investment Management, Inc.Sep 2020 to Oct 2021
- Precise Investment Management, Inc.Sep 2017 to Sep 2019
- Insight SecuritiesOct 2015 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
Amplify Etfs
Legal name: Amplify Investments LLC
$17.7BAssets managed
42Clients
11Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6520903
- Firm CRD
- 173781