Ambrose Financial Group,Inc. is a large advisory firm based in Chadds Ford. It manages $67 million of regulatory assets for 90 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware, Minnesota, New Jersey, Pennsylvania, and Virginia.
Ambrose Financial Group provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ambrose Financial Group,Inc. is $67 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ambrose Financial Group,Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas Kevin Ambrose has been acting as President since 1 Jun 1989. Wayne Frank Guidotti joined the executive team most recently as the Cheif Executive Officer.
The principal office where Ambrose Financial Group,Inc. performs its advisory services is located at 100 Baltimore Pike, Ste 110, Chadds Ford, PA 19317, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-558-4424 or by fax 610-558-4431. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.ambrose-guidotti.com.