Ameribanc Corporation

Overview

Ameribanc Corporation is a small, independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients and offers a mix of financial planning and discretionary portfolio management, with additional services for small-business owners. Its advisory menu also lists market timing services. Compensation is flexible: the firm charges asset-based fees as well as hourly and fixed fees. Ameribanc is not presented as an active ESG investor, is not a multi-state adviser, and does not identify itself as a capital allocator or pension consultant. Public filings show it operates independently rather than as part of a related-adviser network or a newly formed adviser platform.

Assets & Accounts

Investments & Alternatives