The Ambrose & Guidotti Financial Group (Chadds Ford)

Name: The Ambrose & Guidotti Financial Group
Address: 100 Baltimore Pike, Ste 110, Chadds Ford, PA, 19317
Telephone: 610-558-4424

The Ambrose & Guidotti Financial Group 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.

The Ambrose & Guidotti 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 Ambrose & Guidotti Financial Group: assets under management

The assets under management (AUM) of The Ambrose & Guidotti Financial Group is $67 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $55 million in discretionary accounts and $12 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $687.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.2 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Ambrose & Guidotti Financial Group 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.

Careers at The Ambrose & Guidotti Financial Group

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Wayne Frank Guidotti	Cheif executive officer	1 Oct 1985	Other	231748
Thomas Kevin Ambrose	President	1 Jun 1989	75% - 100%	871838

Based in Chadds Ford

The principal office where The Ambrose & Guidotti Financial Group 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.