AMBASSADOR ADVISORS, LLC
Lancaster, Pennsylvania
5.0
48 Reviews
AMBASSADOR ADVISORS, LLC: Your Trusted Investment Advisory Firm With a strong foothold in Lancaster, PA, Ambassador Advisors, LLC has solidified its position as a leading local investment advisory firm. Boasting a network of eight offices, the firm has successfully built lasting relationships with over 2,720 individual clients, guiding them towards financial success. As an investment advisor, Ambassador Advisors manages an impressive $649,376,000 in assets. Their expertise in the realm of employer 401Ks and individual portfolios sets them apart, accounting for approximately half of their assets under management. With a deep un...
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Assets Under Mgmt

$649.38M

Investment Professionals

13

Locations

7

% 401K & Individual

69%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other: CONSULTING SERVICES
Disclosures
Do any of the events below involve you or any of your supervised persons?
Now the subject of a civil proceeding involving previous disclosures
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