← Tributary

AMPFIELD MANAGEMENT

NEW YORK, NY · CRD 292722 · IAPD ↗ · ampfieldmanagement.com · 212 400 9533

$774.0MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — AMPFIELD MANAGEMENT grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — AMPFIELD MANAGEMENT crossed $500M in regulatory AUM ($315.5M -> $665.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.