A complete list of active advisors currently associated with AMB Wealth, LLC
Warmer can help you find a great advisor at AMB Wealth, LLC or one who fits your needs even better.
AMB Wealth, LLC (doing business as AMB) provides discretionary portfolio management, financial planning, and consulting to a mix of individual and institutional clients, managing about $1.07 billion in client assets. The firm serves typical individual and high-net-worth clients and also works with institutional accounts — including pension plans, foundations, municipalities — and discloses that it serves insurance company clients as part of its client base. AMB manages individual accounts and six firm model portfolios through a Portfolio Management Committee that applies a mix of global macro, sector allocation, quantitative screening, and qualitative analysis for equities and a similar macro- and sector-informed approach for fixed income. Accounts are generally managed on a discretionary basis, with personalized investment objectives, risk tolerances, and minimum account requirements incorporated into each client relationship. The brochure highlights several features that distinguish AMB from many peers: it is affiliated with a broker-dealer (AMBBS) and an accounting and professional services affiliate (AMB Professional Services), and an affiliated company (AMB Professional Group) sponsors Madison Funds that invest in real estate and private equity. The firm also discloses referral and fee-sharing arrangements (including with a CPA firm), its advisors may market under their own trade names, and its marketing practices include the use of client testimonials and solicitation of fund interests by registered representatives — arrangements that create conflicts the brochure describes and describes policies to mitigate.
To learn more about the advisors currently working at AMB Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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