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 registered investment adviser formed in 2010 and owned by an individual. The firm charges fees as a percentage of assets under management and serves both individual and family clients as well as institutional clients. Core advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and institutions. The firm does not identify as an ESG-focused investor and is not set up as a multi-state or pension consultant 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 3MARK 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
PartnerCRD 6460301
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 96Active vs passive
$636M in ETFs
77%
$487M
22%
$149M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD US VALUE FACTOR ETF (VFVA) | Vanguard | Active | Mid Cap Value | $58.1M | 431,969 | 9.14% |
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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