CG
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
991 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.0B
Fee Structure
Minimum Investment:$25K
AMB charges an annual fee based on the market value of assets managed, billed quarterly in arrears. There are multiple fee schedules in use by different advisors. AMB also has an annual platform fee of $130 per advisory account, assessed quarterly. Financial planning fees are determined by the scope and complexity of the engagement and are invoiced separately.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
135 South Madison Street, Thomasville, GA, 31792
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Amb Wealth, LLC
May 2023 - Present · 2 yrs 8 mos
Allen, Mooney & Barnes Brokerage Services, LLCBroker
May 2023 - Present · 2 yrs 8 mos
Previous Registrations
Securities America Advisors, INC.
February 2021 - May 2023 · 2 yrs 3 mos
Sagepoint Financial, INC.Broker
February 2021 - May 2023 · 2 yrs 3 mos
Fsc Securities CorporationBroker
February 2021 - May 2023 · 2 yrs 3 mos
Royal Alliance Associates, INC. Broker
February 2021 - May 2023 · 2 yrs 3 mos
Securities America, INC.Broker
February 2021 - May 2023 · 2 yrs 3 mos
Triad Advisors LLCBroker
February 2021 - May 2023 · 2 yrs 3 mos
Woodbury Financial Services, INC.Broker
February 2021 - May 2023 · 2 yrs 3 mos
Securities America, INC.Broker
September 2020 - February 2021 · 5 mos
Securities Service Network, LLCBroker
February 2016 - November 2020 · 4 yrs 9 mos
Ssn Advisory, INC.
February 2016 - September 2020 · 4 yrs 7 mos
Ssn Advisory, INC.
February 2013 - October 2015 · 2 yrs 8 mos
Securities Service Network, INC.Broker
May 2010 - October 2015 · 5 yrs 5 mos
State Registrations2 states
FLGA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.