A
CRD: 329930
AMB Financial LLC
Temecula, CA
9512832531
$4.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-09-2024
- Office Locations
- 1
Office Locations
-- Temecula CA
About AMB Financial LLC
AMB Financial LLC is a Temecula-based RIA. The firm has been operating for 2 years. Managing $4.9M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$4.9M AVG AUM / ADVISOR
$257.0K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Beacon north
Investment Themes
North unison Vector Ridge
Investment Vehicles
Timber
Services
Ember capital Wave oak Pathway Value Foundation
Owner & Executives
M
Michael Walter Burke
Chief Compliance Officer
- CRD
- #7874934
- Ownership
- 75% or more
(771) 279-9141
momentum.glacier@vertexcapital.com
in linkedin.com/in/frontier-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,882,394 | -- |
| Total | $4,882,394 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,882,394
Public Funds:
22.9% Corporate - Investment Grade:
18.6% Cash:
27.2% U.S. Government/Agency:
21.8% Equity - Exchange:
9.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,216,159,869 | 22.9% |
| Corporate - Investment Grade | $987,797,972 | 18.6% |
| Cash | $1,444,521,765 | 27.2% |
| U.S. Government/Agency | $1,157,741,709 | 21.8% |
| Equity - Exchange | $504,520,469 | 9.5% |
| Total | $5,310,741,784 | 100.0% |