AmbroseAdvisors Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

AmbroseAdvisors is a middle-market investment bank and financial advisory firm focused on guiding and assisting business owners with business succession planning, executing liquidity strategies and capital placements.

We have a concentrated focus on the utilization of an Employee Stock Ownership Plan ("ESOP") as an exit planning solution.

Our practice includes full-service ESOP consulting and third-party administration ("TPA") services.

Find AmbroseAdvisors employees' phone numbers or email addresses

AmbroseAdvisors Global Highlights

Location
Employees

North America
29

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  • United States Of America
    29

AmbroseAdvisors's Leadership

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    R. A.
    President
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  • Stylized image of a person
    P. F.
    Vice President
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  • Stylized image of a person
    B. H.
    Managing Director
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  • Stylized image of a person
    M. C.
    Managing Director
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    M. O.
    Managing Director
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  • Stylized image of a person
    T. B.
    Manager Esop Administration And Compliance
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  • Stylized image of a person
    J. W.
    Senior Associate
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Contact profiles from AmbroseAdvisors

Name
Title
Contact Info
Location
Last Update
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    R. A.
    President
    Phone icon
    Oct 24, 2024
  • Stylized image of a person
    P. F.
    Vice President
    Phone icon
    United States
    Nov 17, 2025
  • Stylized image of a person
    B. H.
    Managing Director
    Phone icon
    United StatesTexas
    Nov 17, 2025
  • Stylized image of a person
    M. C.
    Managing Director
    Phone icon
    United StatesFlorida
    Nov 17, 2025
  • Stylized image of a person
    M. O.
    Managing Director
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    T. B.
    Manager Esop Administration And Compliance
    Phone icon
    Apr 25, 2025
  • Stylized image of a person
    J. W.
    Senior Associate
    Phone icon
    Taiwan
    Oct 23, 2025

Frequently Asked Questions

What is AmbroseAdvisors known for?

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AmbroseAdvisors was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 3550 Vine Street, Suite 130; you can contact the main corporate office by phone at . Explore AmbroseAdvisors's company overview page for more information.

What is AmbroseAdvisors's most common email format?

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AmbroseAdvisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AmbroseAdvisors email formats with LeadIQ.

How many employees does AmbroseAdvisors have currently?

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AmbroseAdvisors has approximately 24 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are AmbroseAdvisors's key employees and leadership?

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As of December 2025, AmbroseAdvisors's key employees include:

  • President: R. A.
  • Vice President: P. F.
  • Managing Director: B. H.
  • Managing Director: M. C.
  • Managing Director: M. O.

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