William Wise is a registered investment advisor at The Ambrus Group LLC, based in Tampa, FL, with 3 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Ambrus Group manages investments for pooled investment vehicles and separately managed accounts. The firm's fee is based on a percentage of the assets they manage, ranging from 0% to 2% per year. The specific fee arrangement is detailed in each client's investment management agreement.
Location
711 South Howard Ave, Suite 200, Tampa, FL, 33606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Ambrus Group LLC
State Registrations1 state
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