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Building 2AMB WEALTH, LLC

Map pinTHOMASVILLE, GA
Phone866-277-1500
NotebookSEC #801-60350
Total AUM
$1.1B
Employees
22
Clients
920

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
135 SOUTH MADISON STREET
THOMASVILLE
GA 31792
United States
Operating Hours
8:00A.M. - 5:00P.M.
Monday - Friday
Phone
866-277-1500
Other Offices
3

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,157
Discretionary
$1.1B
Accounts
1,157
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
703
AUM
$422.1M
HNW Individual Clients
175
AUM
$452.5M
Pension/Profit Sharing Plan Clients
1
AUM
$722.5K
Charitable Organization Clients
12
AUM
$38.8M
Government Entity Clients
4
AUM
$82.6M
Insurance Company Clients
1
AUM
$9.6M
Corporation or Business Clients
24
AUM
$68.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALDEFLGAIALAMDNCSCTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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