Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > virginia > charlottesville > A. N. CULBERTSON & COMPANY, INC.
A. N. CULBERTSON & COMPANY, INC.
One Boars Head Pointe
Suite 101
Charlottesville, Virginia 22903-4612
Tel: 434-972-7766
About A. N. CULBERTSON & COMPANY, INC.
A N CULBERTSON & COMPANY, INC, formally registered with the SEC as A N CULBERTSON & COMPANY, INC. The firm was established in 04/08/1993. They have over 2 offices throughout the country.
A. N. CULBERTSON & COMPANY, INC. is a Charlottesville, Virginia based Financial Planning firm with nearly $704,356,347 assets under management, offering retirement planning & investment advisory services to 827 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108341 |
| SEC# | 801-43581 |
| Assets Managed by Firm | $704,356,347 |
| No. of Clients | 827 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (PROFIT SHARING PLANS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 827 | $704,356,347 |
| Individuals (other than high net worth individuals) | 142 | $61,263,491 |
| High net worth individuals | 155 | $638,381,248 |
| Pension and profit sharing plans | 1 | $620,754 |
| Charitable organizations | 2 | $4,086,815 |
| Corporations or other businesses | 1 | $4,039 |
More Retirement Planning firms in Charlottesville, Virginia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
| $32,231,415,180 | 53 | 47 | |
| $26,988,658,396 | 84 | 99 | |
| $24,381,015,458 | 94 | 27 | |
| $20,812,400,000 | 4775 | 68 |
Explore More Retirement Advisors in Charlottesville, Virginia