Armbruster Capital Management, Inc., based out of Pittsford, NY, is a leading local investment advisory firm with a track record of success. With over 170 individual clients and a staggering $670,479,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Their expertise extends beyond individual and 401K accounts, as they possess the capability to effectively manage employer funds.
A remarkable 94% of the assets they oversee are discretionary, reflecting their clients' confidence in the firm's investment strategies. Armbruster Capital Management, Inc. primarily caters to high net worth individuals, whose portfolios make up the majority of their managed assets. The firm's compensation structure is diverse, incorporating various methods, such as a percentage of assets under management.
With a team of 7 dedicated employees, all of whom provide exceptional investment advisory services, Armbruster Capital Management, Inc. ensures that each client receives personalized attention and tailored solutions. On average, their investment advisors manage approximately $95,780,000 in assets, aligning with the industry average. Notably, the firm boasts a team of seasoned advisors, including Craig Julien, Tarryn Rozen, and Mark Armbruster, who have been with the company for an extended period, contributing to the firm's wealth of knowledge and experience.
Armbruster Capital Management, Inc. continues to thrive as a reputable and client-focused investment advisory firm, committed to delivering excellent results and preserving their clients' wealth for generations to come.