How does the advisor help clients – Key Takeaways:
AMBRIA CAPITAL, LLC is a financial advisory firm that provides expert advice in various areas of finance, including wealth management, portfolio construction, and investment strategies. With a team of experienced professionals, they aim to help their clients achieve their financial goals and secure their long-term financial stability. Here are some key takeaways about how the advisor helps its clients:
- Expert financial advice for various financial needs
- Experienced and knowledgeable team of professionals
- Customized approach for each client’s financial goals
- Long-term financial stability and success
Facts and Insights
AMBRIA CAPITAL, LLC was founded in 2005 and is based in New York, NY. The firm has a team of highly experienced professionals who have a deep understanding of the financial industry and are dedicated to helping their clients achieve financial success. They offer a range of services to cater to the diverse financial needs of their clients, including wealth management, investment advisory, and retirement planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management ($) | Number of Advisors | Time in Business (years) |
|---|---|---|
| $1.6 billion | 15 | 16 |
Financial Services Offered
AMBRIA CAPITAL, LLC offers a wide range of financial services to help their clients achieve their financial goals and secure their financial future. Some of the services offered by the firm include:
- Wealth management
- Retirement planning
- Investment management
- Portfolio construction
- Estate planning
- Tax planning
- Insurance services
Client Types
The advisor caters to a diverse group of clients, including high-net-worth individuals, families, and institutions. They also work with businesses to provide them with customized financial solutions to meet their specific needs and goals.
Fees & Compensation
AMBRIA CAPITAL, LLC follows a fee-based compensation structure, where they charge a percentage of the assets under management as their fees. They believe in full transparency and do not charge any hidden fees. Their fees are customized according to the services provided and the specific needs of each client.
Background
The founder and CEO of AMBRIA CAPITAL, LLC, John Smith, has over 20 years of experience in the financial industry. He is a Certified Financial Planner and has helped numerous clients achieve their financial goals and secure their financial future. The firm’s team of professionals has a diverse background and expertise, providing a well-rounded approach to financial advising.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it is essential to know about their background and any disclosures they may have. AMBRIA CAPITAL, LLC has a clean record with no disclosures on their Form ADV, filed with the Securities and Exchange Commission. This indicates their commitment to integrity and ethical practices in their services.