1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2A. N. CULBERTSON & COMPANY, INC.

Map pinCHARLOTTESVILLE, VA
Phone434-972-7766
NotebookSEC #801-43581
Total AUM
$817.8M
Employees
9
Clients
315

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE BOARS HEAD POINTE
SUITE 101
CHARLOTTESVILLE
VA 22903-4612
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
434-972-7766
Other Offices
1

ReceiptFinancials

Total AUM
$817.8M
Accounts
849
Discretionary
$808.3M
Accounts
846
Non-Discretionary
$9.5M
Accounts
3

ContactClients

View more in analytics →

Individual Clients
143
AUM
$59.5M
HNW Individual Clients
168
AUM
$752.9M
Pension/Profit Sharing Plan Clients
1
AUM
$773.2K
Charitable Organization Clients
2
AUM
$4.5M
Corporation or Business Clients
1
AUM
$3.1K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
PROFIT SHARING PLANS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMDMENCNHNYPASCTNTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account