Ambrozy & Associates, Inc.

Ambrozy & Associates, Inc. (CRD# 129318) is a financial advisory firm headquartered in Spring Lake, NJ. They manage $1,557,580 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $259,597
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Ambrozy & Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert S. Ambrozy
CRD#: 1736286
Cranford, NJ
41
Wealthminder
score

Robert Ambrozy (CRD# 1736286) is an Investment Advisor Representative working at Ambrozy & Associates, Inc. in Cranford, NJ and has over 29 years of experience in the finance industry. Robert Ambrozy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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