Culbertson A N & Co Inc is a large advisory firm based in Charlottesville. It manages $196.56 million of regulatory assets for 750 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Maryland, New York, and 4 other states.
Culbertson A N & provides financial planning services, portfolio management for individuals and small businesses, and profit sharing plans. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Culbertson A N & Co Inc is $196.56 million. The firm's AUM has grown by 59% 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 Culbertson A N & Co Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
George Latham Payne joined the executive team most recently as the Chief Operating Officer, Chief Compliance Officer.
The principal office where Culbertson A N & Co Inc performs its advisory services is located at One Boars Head Pointe, Charlottesville, VA 22903 4612, which is also the mailing address of the firm. An additional office of the firm is in Warren, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 434-972-7766 or by fax 434-984-8307. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.anculbertson.com.