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Am&M Investment Brokers, Inc. (Pittsford)


Am&M Investment Brokers, Inc. is a pension cosultant based in Pittsford. It manages $23.02 million of regulatory assets for 114 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Colorado, Connecticut, District of Columbia, and 5 other states.

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Am&M Investment Brokers provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Am&M Investment Brokers: assets under management

The assets under management (AUM) of Am&M Investment Brokers, Inc. is $23.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $23.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $201.9 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Am&M Investment Brokers, Inc. for their services and products based on a percentage of assets under management and hourly charges. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Russell Keith Achzet Ceo 1 Jul 1988 50% - 75% 853099

Based in Pittsford

The principal office where Am&M Investment Brokers, Inc. performs its advisory services is located at 179 Sully's Trail, Pittsford, NY 14467, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 585-419-1010 or by fax 585-248-0238. The normal business hours are 8:30 - 5 on Monday - Friday. You can find more information about the New York firm at www.ammbrokers.com.


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