AMB Wealth
Likely to Engage tag.Highly Engaged Employees

Finance · South Carolina, United States · 11-50 Employees

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Overview

Headquarters

171 Church St Ste 140, Charleston, South...

Phone Number

(843) 576-4711

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
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ZI Rank
2
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2

About AMB Wealth

AMB Wealth specializes in wealth management and investment banking, focusing primarily on the healthcare sector. They offer customized, one-to-one services to clients, fostering long-term relationships through dedicated attention and resources. With over 70 years of combined experience in healthcare investment banking, they provide differentiated advisory services and maintain a holistic approach to managing clients' wealth. Their expertise is complemented by regular market updates and insights, ensuring clients stay informed about investment trends.Explore more
AMB Wealth's Social MediaPopular SearchesAMB WealthAllen Wealth ManagementAllen Advisors LLCAllen Mooney & Barnes Investment AdvisorsMooney & Barnes Brokerage Services LLCSIC Code 62,628NAICS Code 52,523Show more

AMB Wealth Org Chart

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Chief Executive Officer

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HS
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Chief Financial Officer

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RL
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Managing Director

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MP
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Head Managing Director, Investment Banking

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MD
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Financial Advisor & Vice President, Investmen...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

AMB Wealth

<$5M
11-50
Private
-
2000
<$5M
1-10
Private
-
1993
EM
Elizabeth McClellanManager, Client Communications
<$5M
1-10
Private
-
-
VT
V. ThrelkeldPresident & Founding Partner
<$5M
1-10
Private
-
2001
CG
Carrie GoodManager, Business
<$5M
1-10
Private
-
-
Thomas Holliger, President & Manager, Private Wealth at Holliger Financial Consultants
Thomas HolligerPresident & Manager, Private Wealth
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

AMB Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

AMB Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about AMB Wealth.

AMB Wealth Tech Stack

A closer look at the technologies used by AMB Wealth

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Frequently Asked Questions Regarding AMB Wealth

What is AMB Wealth's official website?
AMB Wealth's official website is www.ambwealth.com
What is AMB Wealth's Revenue?
AMB Wealth's revenue is <$5 Million
What is AMB Wealth's SIC code?
AMB Wealth's SIC: 62,628
What is AMB Wealth's NAICS code?
AMB Wealth's NAICS: 52,523
How many employees does AMB Wealth have?
AMB Wealth has 11-50 employees
What industry does AMB Wealth belong to?
AMB Wealth is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is AMB Wealth competition?
AMB Wealth top competitors include: Holliger Financial Consultants, Apollo Wealth Advisors, Investment Services Group, Professional Wealth Management Group
What technology does AMB Wealth use?
Some of the popular technologies that AMB Wealth uses are: WordPress.org, reCAPTCHA, PHP, Google Universal Analytics
Who is the CFO of AMB Wealth?
AMB Wealth's CFO is Heather Strickland
How do I contact AMB Wealth?
AMB Wealth contact info: Phone number: (843) 576-4711 Website: www.ambwealth.com
What does AMB Wealth do?

AMB Wealth specializes in wealth management and investment banking, focusing primarily on the healthcare sector. They offer customized, one-to-one services to clients, fostering long-term relationships through dedicated attention and resources. With over 70 years of combined experience in healthcare investment banking, they provide differentiated a... dvisory services and maintain a holistic approach to managing clients' wealth. Their expertise is complemented by regular market updates and insights, ensuring clients stay informed about investment trends.Read More

What are AMB Wealth social media links?
AMB Wealth Linkedin page AMB Wealth Facebook page
Is AMB Wealth a public company?
AMB Wealth is private company therefore does not currently have an official ticker symbol
See more information about AMB Wealth

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