AMB Financial LLC

Overview

AMB Financial LLC operates as a small, independent registered investment adviser that serves individuals and families with financial planning and portfolio management for individuals and small businesses. The firm leans toward non-discretionary relationships: the entire reported asset base is managed on a non-discretionary basis, meaning clients retain final trading authority and the adviser provides recommendations and ongoing plan oversight rather than unilateral trading authority. Investment activity centers on pooled public funds, primarily mutual funds, rather than direct stock-picking or heavy use of separate account equity strategies. The adviser uses a fee approach that includes hourly and fixed fees, consistent with a planning-first model for a limited client roster. AMB Financial does not report active ESG investing or pension consulting as part of its program, and it’s structured as an owner-operated LLC focused on individualized client work rather than large-scale capital allocation or external fund platform management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices