Armbruster Capital Management, Inc.
Firm details
- Headquarters
- Pittsford, New York
- CRD number
- 151590
- Registered since
- March 9, 2010
- Website
- www.armbrustercapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.56%
- Pension & Profit Sharing Plans8.5%
- Individuals7.58%
- Charitable Organizations5.26%
- Corporations / Businesses1.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Armbruster Capital Management, Inc. is an independent, privately owned registered investment adviser that focuses on fee-based portfolio management and financial planning for both individual/family clients and institutional clients. The firm is SEC-registered (registered in 2010) and charges clients on a percentage-of-assets-under-management basis. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutions. The firm does not present itself as a capital allocator, is not an active ESG investor, and is not structured as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- US Government Bonds5%
- Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Craig Julien
Chief Technology OfficerCRD 7002648
Tarryn Rozen
Chief Compliance OfficerCRD 7002660
Mark Armbruster
CEOCRD 2687579
Contacts
3 of 6
Christopher Cebula
PresidentCRD 6460301
Rudolph Warren
Business Development and Client ServiceCRD 7374907
Luca Zambito
Analyst and Portfolio ManagerCRD 7727791
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$698M in ETFs
77%
$536M
22%
$162M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) | BlackRock | Passive | Large Blend | $65.1M | 205,082 | 9.32% |
Location
Pittsford, NY
Monroe
Location
Pittsford, NY
Headquartered in Pittsford, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 1250 Pittsford Victor Rd
- Time zone
- ET (UTC-5)
- Office locations
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