Ambrosia Herb Tea, LLC
Firm details
- Headquarters
- ,
- CRD number
- 288737
- Website
- www.ambroam.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC, TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ambrosia Herb Tea, LLC is a small, individually owned limited liability company that provides portfolio management primarily for individual and family clients, with some work for small businesses. The adviser charges a combination of a percentage-of-assets fee and performance-based fees. The firm is not flagged as an active ESG investor, is not a multi-state adviser in this dataset, and does not identify as a pension consultant or capital allocator. The SEC registration year is not provided in the available records.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities90%
- Cash & Cash Equivalents8%
- US Government Bonds2%
Contacts
1 of 1
David Young
Managing DirectorCRD 6809359
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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