Overview
Assets Under Management: $1.0 billion
Headquarters: THOMASVILLE, GA
High-Net-Worth Clients: 119
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 119
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.75
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 985
Discretionary Accounts: 985
Regulatory Filings
CRD Number: 113106
Filing ID: 1982300
Last Filing Date: 2025-04-23 13:36:00
Website: https://ambwealth.com