Se connecter Inscription gratuite

Ambs Investment Counsel LLC (Grand Rapids)


Ambs Investment Counsel LLC is a large advisory firm based in Grand Rapids. It manages $476.19 million of regulatory assets for 248 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois, Michigan, and Texas.

Logo

Ambs Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ambs Investment Counsel: assets under management

The assets under management (AUM) of Ambs Investment Counsel LLC is $476.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $476.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.92 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ambs Investment Counsel LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Richard Howard Adler Shareholder 1 Nov 1993 25% - 50% 2102059
Harry Tom Griffith Shareholder 1 Nov 1993 25% - 50% 230065
James Edward Hayes Shareholder 1 Nov 1993 25% - 50% 240511
Convergent Capital Mgmt Inc. Shareholder 1 Aug 1999 75% - 100% 38-3028625
Inc. Ccm Holdings Shareholder 1 Feb 2000 75% - 100% 38-3028625
City National Corporation Member 1 Apr 2003 75% - 100% 95-2568550

Based in Grand Rapids

The principal office where Ambs Investment Counsel LLC performs its advisory services is located at 625 Kenmoor Se, Grand Rapids, MI 49546, 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 616-949-8160 or by fax 616-949-8161. The normal business hours are 8:30 am-5:00 pm on Monday - Friday. You can find more information about the New York firm at www.ambsinvestment.com.


Registered investment advisers similar to Ambs Investment Counsel LLC