ARMORY CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SYRACUSE, New York
- CRD number
- 149008
- Registered since
- May 21, 2009
- Website
- www.armorycm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.71%
- Individuals25.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Armory Capital Management, LLC is an independent registered investment adviser that has been operating since its SEC registration in 2009. The firm is individually owned and focuses on serving individuals and families with fee-based advisory relationships charged as a percentage of assets under management. Core services include financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and pension consulting. The firm is not positioned as an ESG-focused manager and does not act as a capital allocator to external direct private deals. Investment emphasis is equities-driven. The firm shows a clear preference for exchange-traded instruments and manages both discretionary and non-discretionary mandates. Its practice mixes separately managed accounts and pooled products to implement client objectives, with equity exposure constituting the largest sleeve of client portfolios.
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
- Exchange Traded Equities54%
- Public Funds/Mutual Funds30%
- US Government Bonds7%
- Cash & Cash Equivalents6%
- State & Local Bonds2%
Contacts
2 of 2MATTHEW ABBOTT
Investment AdvisorCRD 5574991
HENRY WILDHACK
President, Investment AdvisorCRD 859115
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SYRACUSE, NY
ONONDAGA
Location
SYRACUSE, NY
Headquartered in SYRACUSE, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.
- Metro area
- Syracuse-Auburn, NY
- Region
- Northeast
- County
- ONONDAGA
- Address
- 110 W Fayette St
- Time zone
- ET (UTC-5)
- Office locations
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