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Ambrose Troy Lee (Baton Rouge)


Ambrose Troy Lee is a related adviser based in Baton Rouge. It manages $367 thousand of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Louisiana and Texas.

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Ambrose Troy Lee provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ambrose Troy Lee: assets under management

The assets under management (AUM) of Ambrose Troy Lee is $367 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $367 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $122.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ambrose Troy Lee for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Baton Rouge

The principal office where Ambrose Troy Lee performs its advisory services is located at 3258 Lanier Drive, Baton Rouge, LA 70814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 225-287-8344 or by fax 235-927-1409. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at goglobalfinancial.net.


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