Overview
Assets Under Management: $742 million
Headquarters: PITTSFORD, NY
High-Net-Worth Clients: 219
Average Client Assets: $3 million
Frequently Asked Questions
ARMBRUSTER CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151590), ARMBRUSTER CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
ARMBRUSTER CAPITAL MANAGEMENT, INC. is headquartered in PITTSFORD, NY.
ARMBRUSTER CAPITAL MANAGEMENT, INC. serves 219 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, ARMBRUSTER CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ARMBRUSTER CAPITAL MANAGEMENT, INC. manages $742 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, ARMBRUSTER CAPITAL MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 219
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.72
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 397
Discretionary Accounts: 377
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 151590
Last Filing Date: 2024-03-20 00:00:00
Website: https://armbrustercapital.com