Overview
Assets Under Management: $742 million
Headquarters: PITTSFORD, NY
High-Net-Worth Clients: 219
Average Client Assets: $3 million
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