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.
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 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.
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.
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.
You can reach the main office by calling the phone number 585-381-4180 or by fax 585-381-4197. The normal business hours are 9:00am-5:00pm on Monday - Friday.