AMBROSE WEALTH MANAGEMENT
CRD #108395 SEC #801-57952 CHADDS FORD, PA 610-388-4424
SEC Registered
Total AUM
$27.1M
Discretionary
$20.7M
Employees
5
Clients
26
Accounts
97
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $27.1M | $20.7M | $6.4M | 5 | -- |
| Nov 2007 | $31M | $26M | $5M | 5 | -- |
| Mar 2007 | $31M | $26M | $5M | 5 | -- |
| Nov 2006 | $27.2M | $19.6M | $7.6M | 5 | -- |
| Mar 2004 | $29.6M | $23.3M | $6.3M | 5 | -- |
| Mar 2002 | $67M | $55M | $12M | 10 | -- |
| Oct 2001 | $67M | $55M | $12M | 10 | -- |
DateMar 2009
Total AUM$27.1M
Discretionary$20.7M
Non-Disc.$6.4M
Employees5
Clients--
DateNov 2007
Total AUM$31M
Discretionary$26M
Non-Disc.$5M
Employees5
Clients--
DateMar 2007
Total AUM$31M
Discretionary$26M
Non-Disc.$5M
Employees5
Clients--
DateNov 2006
Total AUM$27.2M
Discretionary$19.6M
Non-Disc.$7.6M
Employees5
Clients--
DateMar 2004
Total AUM$29.6M
Discretionary$23.3M
Non-Disc.$6.3M
Employees5
Clients--
DateMar 2002
Total AUM$67M
Discretionary$55M
Non-Disc.$12M
Employees10
Clients--
DateOct 2001
Total AUM$67M
Discretionary$55M
Non-Disc.$12M
Employees10
Clients--