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Stacy Carol Ambrosini

ALLEY INVESTMENT MANAGEMENT COMPANY, LLC·LAKE FOREST, Illinois
Clean recordALLEY INVESTMENT MANAGEMENT COMPANY, LLC
272 MARKET SQUARE, LAKE FOREST, IL 60045CRD# 5028152Firm CRD# 317544

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stacy Carol Ambrosini · LAKE FOREST, IL
Registration
CRD #5028152 · ALLEY INVESTMENT MANAGEMENT COMPANY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stacy Carol Ambrosini is a registered financial advisor based in LAKE FOREST, Illinois, affiliated with ALLEY INVESTMENT MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ALLEY INVESTMENT MANAGEMENT COMPANY, LLC
ALLEY COMPANY
AUM
$765M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ALLEY INVESTMENT MANAGEMENT COMPANY, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5028152
Firm CRD# 317544
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stacy Carol Ambrosini offer?
Stacy Carol Ambrosini specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAKE FOREST, Illinois for a consultation.
What are Stacy Carol Ambrosini's credentials?
Stacy Carol Ambrosini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stacy Carol Ambrosini located?
Stacy Carol Ambrosini is based in LAKE FOREST, Illinois, working with ALLEY INVESTMENT MANAGEMENT COMPANY, LLC. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.
How does Stacy Carol Ambrosini charge for services?
Stacy Carol Ambrosini's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLEY INVESTMENT MANAGEMENT COMPANY, LLC?
ALLEY INVESTMENT MANAGEMENT COMPANY, LLC has approximately 8 employees and manages $765M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALLEY INVESTMENT MANAGEMENT COMPANY, LLC

Thomas Fisher Van Vuren
LAKE FOREST, IL
Rik Willis Duryea
LAKE FOREST, IL
Steven James Alley
LAKE FOREST, IL

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