Fulreader & Komma Management Inc (Pittsford)

Fulreader & Komma Management Inc is a mid-sized advisory firm based in Pittsford. It manages $71.9 million of regulatory assets for 223 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Fulreader & Komma Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fulreader & Komma Management: assets under management

The assets under management (AUM) of Fulreader & Komma Management Inc is $71.9 million. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $62.7 million in discretionary accounts and $9.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $318.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $353.85 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fulreader & Komma Management Inc for their services and products based on a percentage of assets under management 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 Fulreader & Komma Management Inc

Joseph Alfred Komma has been acting as President since 1 Nov 1990. Mark Edward Armbruster joined the executive team most recently as the President, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rufus Everett Fulreader	Sec.-treas	1 Nov 1990	25% - 50%	4348204
Joseph Alfred Komma	President	1 Nov 1990	25% - 50%	4348217
Edith Teewinkel Bensink	V.p.	1 Nov 1990	Other	4348230
Mark Edward Armbruster	Vice president	1 Oct 2008	Other	2687579
Mark Edward Armbruster	President, chief compliance officer	1 Dec 2010	75% - 100%	2687579

Based in Pittsford

The principal office where Fulreader & Komma Management Inc performs its advisory services is located at 642 Kreag Road, Pittsford, NY 14534, which is also the mailing address of the firm. An additional office of the firm is in Jamestown, NY. It doesn’t run an office outside of the United States.