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George Clifford Ambrose

Maripau Wealth Management LLC

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About George Clifford Ambrose

George Ambrose is an Investment Advisor Representative with Maripau Wealth Management LLC. George has over 15 years of experience in the financial services industry. He is dedicated to helping individuals and families achieve their financial goals. George is a Registered Investment Advisor and holds Series 6, 63 and 65 licenses. He is also a Registered Representative with Maripau Wealth Management LLC. George's firm focuses on providing financial planning and portfolio management services to individuals and families. George has a strong commitment to building long-term relationships with his clients. He believes in a personalized approach to financial planning that takes into account his clients' individual needs and goals.

Firm Information

George Ambrose is currently registered with Maripau Wealth Management LLC. Maripau Wealth Management LLC is an investment advisor registered with the SEC. Based in FORT WAYNE, IN, they manage $235,008,470 in assets for 1,986 clients. Services include financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. The firm has 16 licensed agents, 17 investment adviser representatives, and 17 investment advisory functions. They have a particular focus on high-net-worth individuals, with 30 such clients and $47,977,026 in assets under management.
Maripau Wealth Management LLC

4509 MAPLECREST ROAD

FORT WAYNE, IN 46835

$235.01M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Ambrose’s Registration & Firm History

MA

05/12/2023 - Present

Maripau Wealth Management LLC (Danvers MA)

MA

08/03/2007 - 05/16/2008

NEW ENGLAND SECURITIES (WALTHAM MA)

MA

04/03/2006 - 10/17/2006

AMERIPRISE FINANCIAL SERVICES, INC. (BOSTON MA)

MA

08/27/2004 - 12/16/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

08/27/2004 - 12/16/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/10/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Clifford Ambrose.
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