Wealthcfo LLC (Pittsford)
Wealthcfo LLC is a large advisory firm based in Pittsford. It manages $289.22 million of regulatory assets for 106 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Wealthcfo provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
Wealthcfo: assets under management
The assets under management (AUM) of Wealthcfo LLC is $289.22 million. The firm's AUM has grown by 47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Wealthcfo LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Wealthcfo LLC
Mark Edward Armbruster has served as the Chief Investment Officer since 1 Feb 2000. Patrick Daniel Martin joined the executive team most recently as the Manager, Member, Vp,Sec'y.
Direct owners and executive officers
Based in Pittsford
The principal office where Wealthcfo LLC performs its advisory services is located at 1080 Pittsford Victor Rd, Pittsford, NY 14534, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (585)586-0970 or by fax (585)586-1898. The normal business hours are 8 a.m.- 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.wealthcfo.com.
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