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William Martin Ambrose

DUPREE FINANCIAL GROUP, LLC·LEXINGTON, Kentucky
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237 EAST MAIN STREET, LEXINGTON, KY 40507CRD# 6619845Firm CRD# 131091
01

About

William Martin Ambrose is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with DUPREE FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
DUPREE FINANCIAL GROUP, LLC
DUPREE FINANCIAL GROUP, LLC
AUM
$283M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at DUPREE FINANCIAL GROUP, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6619845
Firm CRD# 131091
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Martin Ambrose offer?
William Martin Ambrose specializes in Investment Management, Fee-Only Advisory. Contact their office in LEXINGTON, Kentucky for a consultation.
What are William Martin Ambrose's credentials?
William Martin Ambrose is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Martin Ambrose located?
William Martin Ambrose is based in LEXINGTON, Kentucky, working with DUPREE FINANCIAL GROUP, LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does William Martin Ambrose charge for services?
William Martin Ambrose'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 DUPREE FINANCIAL GROUP, LLC?
DUPREE FINANCIAL GROUP, LLC has approximately 5 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LEXINGTON
Justin George Sautter — RUSSELL CAPITAL MANAGEMENT, LLCThomas Parmelee Dupree — DUPREE FINANCIAL GROUP, LLCElizabeth Host Dupree — DUPREE FINANCIAL GROUP, LLCMargaret Lee Grider — DUPREE FINANCIAL GROUP, LLCGuy Bradley — DUPREE & COMPANY, INC.
Nearby cities in Kentucky
LOUISVILLE (242)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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