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, SEC-registered investment adviser operating since 2010 under individual ownership. The firm serves both individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its stated advisory services include financial planning and portfolio management for individuals, small businesses, and institutions. Armbruster does not position itself as an ESG-focused allocator, is not a multi-state adviser, and does not act as a pension consultant or related external adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Mark Armbruster
CEOCRD 2687579
Craig Julien
Chief Technology OfficerCRD 7002648
Tarryn Rozen
Chief Compliance OfficerCRD 7002660
Contacts
3 of 6Omar Armbruster
CRD 8233972
Amer Armbruster
OwnerCRD 8233980
Christopher Cebula
PresidentCRD 6460301
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 96Active vs passive
$707M in ETFs
77%
$543M
22%
$164M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) | BlackRock | Passive | Large Growth | $70.7M | 206,320 | 10.01% |
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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