Armbruster Capital Management Inc

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Assets, Funds, Holdings

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Armbruster Capital Management Inc
CRD #151590
SEC #801-71184
CIK #0001664847
AUM $670.5 MM (2023-03-30)
Employees 7 (100% Investors, 0% Brokers)
Phone585-381-4180
Address1250 Pittsford Victor Road
Pittsford, NY 14534
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
80064048032016002008201320182024
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001664847]
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