Ambition Management LLC is an adviser based in Montreal, Qc. It manages $16 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2019.
Ambition Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ambition Management LLC is $16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $16 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Ambition Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Ambition Management is investment companies with 1 clients and $16 million of assets under management. Among the 1 most similar advisory firms, Ambition Management has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $16 million for 1 clients. 70% of the firm’s clients are foreign persons or businesses.
Ambition Management doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ambition Management LLC performs its advisory services is located at 1450 Boulevard Rene Levesque W, Montreal, Qc, H3 G0 E1 The mailing address of the firm is 954 Lexington Avenue, New York, NY 10021. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +15146278237. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at m.facebook.com/ambitionfunds/ and its LinkedIn profile.