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Armbruster Capital Management Inc
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CRD # | 151590 |
SEC # | 801-71184 |
CIK # | 0001664847 |
AUM | $670.5 MM (2023-03-30) |
Employees | 7 (100% Investors, 0% Brokers) |
Phone | 585-381-4180 |
Address | 1250 Pittsford Victor Road Pittsford, NY 14534 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 170 | 71.1 |
(b) Individuals (high net worth individuals) | 190 | 502.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 25 | 46.4 |
(h) Charitable organizations | 15 | 49.7 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.1 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.3 |
(n) Other | 0 | 0.0 |
Total | 404 | 670.5 |
By Discretionary | ||
Discretionary | 383 | 628.7 |
Non-Discretionary | 21 | 41.8 |
Total | 404 | 670.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 670.5 | |
Total | 404 | 670.5 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001664847] |
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Baxter Brothers Inc
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CT | 0.7 |
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0.7 | |
Zevin Asset Management LLC
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Sloan Investment Management LLC
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TX | 0.7 |
SMI Advisory Services LLC
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IN | 0.7 |
Bernhardt Wealth Management Inc
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|
VA | 0.7 |
The Arkansas Financial Group Inc
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|
AR | 0.7 |
Wealth Advisory Solutions LLC
✚
|
IN | 0.7 |