Martin ArmbrusterCRD Number: 1068568
Current Firm: Treybourne Wealth Planners
Compensation Model: Fee Only
I4 Advisors LLC
Canterbury Investment Management, LLC
Peloton Wealth Strategists, Inc.
|Sherman & Armbruster, P.c.||Greenwood, IN||Feb 1983 - Current||34|
|Schuster's Block, Inc||Indianapolis, IN||Mar 1978 - Feb 1983||4|
|Wolf & Company, CPA's||INDIANAPOLIS, IN||Jun 1975 - Mar 1978||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1983|
|S7||General Securities Representative Examination (GS)||Mar 1983|
Total Assets Under Management208MILLIONS
Total Number of Accounts251ACCOUNTS
Average Account Value$830,071
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, IN, TX
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