AMB Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 329930
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Individuals71.26%
- HNWI28.74%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
AMB Financial LLC is an independent, California-registered limited liability company that provides fee-based planning and portfolio management primarily for individuals and small businesses. The firm is owned by an individual and delivers advice under hourly and fixed-fee arrangements rather than percentage-based asset fees. Advisory services focus on financial planning and portfolio management for individual and family clients; the firm does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- US Government Bonds40%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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