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The Ambrose Financial Group, Inc. (Chadds Ford)


The Ambrose Financial Group, Inc. is a large advisory firm based in Chadds Ford. It manages $31 million of regulatory assets for 74 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Delaware, New Jersey, and Pennsylvania.

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The Ambrose 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 Financial Group: assets under management

The assets under management (AUM) of The Ambrose Financial Group, Inc. is $31 million. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $227.27 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Ambrose Financial Group, Inc. 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.

Based in Chadds Ford

The principal office where The Ambrose Financial Group, Inc. performs its advisory services is located at 128 Commons Court, 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 610-388-4424 or by fax 610-771-4433. 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.


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