Am&M Investment Brokers, Inc. is a pension cosultant based in Pittsford. It manages $23.02 million of regulatory assets for 114 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Colorado, Connecticut, District of Columbia, and 5 other states.
Am&M Investment Brokers provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Am&M Investment Brokers, Inc. is $23.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Am&M Investment Brokers, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Am&M Investment Brokers, Inc. performs its advisory services is located at 179 Sully's Trail, Pittsford, NY 14467, 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 585-419-1010 or by fax 585-248-0238. The normal business hours are 8:30 - 5 on Monday - Friday. You can find more information about the New York firm at www.ammbrokers.com.