Michael Burke
AMB Financial · Temecula, California
Michael Burke is a fee-only financial advisor at AMB Financial in Temecula, California. AMB Financial reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | AMB Financial |
|---|---|
| Based in | Temecula, California |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $4.9M across 16 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7874934 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Michael's firm compares
- AMB Financial's average account is about $305,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Michael
Is Michael Burke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and AMB Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, AMB Financial, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Burke based?
Michael Burke is based in Temecula, California.
Is Michael Burke registered with the SEC?
Yes. Michael Burke is registered as an investment adviser representative in CA (CRD 7874934), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AMB Financial manage?
AMB Financial reports $4.9M across 16 accounts in assets under management.
How do I contact Michael Burke?
Contact details aren't on file yet. Search for AMB Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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