$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
29 yrs Firm Age
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- Custodian
- --
- Clients
- --
- Platforms
- --
- Established Date
- 01-14-1997
- Office Locations
- 1
Office Locations
-- Cranford NJ
About Ambrozy & Associates, Inc.
Ambrozy & Associates, Inc. is a Spring Lake-based RIA. The firm has been operating for 29 years. Managing $1.6M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
21.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Owner & Executives
R
ROBERT STEPHEN AMBROZY
President
- CRD
- #1736286
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,557,580 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,557,580 | -- |
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