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A. N. CULBERTSON & COMPANY, INC.

One Boars Head Pointe
Suite 101
Charlottesville, Virginia 22903-4612
Tel: 434-972-7766

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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 StatusApproved
Firm CRD#108341
SEC#801-43581
Assets Managed by Firm$704,356,347
No. of Clients827
No. of Advisors8

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 ClientsAUM
Firm Total827$704,356,347
Individuals (other than high net worth individuals)142$61,263,491
High net worth individuals155$638,381,248
Pension and profit sharing plans1$620,754
Charitable organizations2$4,086,815
Corporations or other businesses1$4,039

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