135 South Madison Street
Thomasville, Georgia 31792
Tel: 866-277-1500
AMB WEALTH, LLC, formally registered with the SEC as AMB WEALTH, LLC. The firm was established in 06/13/2001. They have over 3 offices throughout the country.
AMB WEALTH, LLC is a Thomasville, Georgia based Financial Planning firm with nearly $1,010,736,265 assets under management, offering retirement planning & investment advisory services to 985 clients. The firm is staffed with 22 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 113106 |
SEC# | 801-60350 |
Assets Managed by Firm | $1,010,736,265 |
No. of Clients | 985 |
No. of Advisors | 22 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 985 | $1,010,736,265 |
Individuals (other than high net worth individuals) | 713 | $335,864,833 |
High net worth individuals | 119 | $159,194,384 |
Pension and profit sharing plans | 35 | $79,841,598 |
Charitable organizations | 23 | $88,748,439 |
Corporations or other businesses | 23 | $111,852,149 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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