Margaret Broomfield
Armbruster Capital Management · Pittsford, New York
Margaret Broomfield is a fee-only financial advisor at Armbruster Capital Management in Pittsford, New York. Armbruster Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Armbruster Capital Management |
|---|---|
| Based in | Pittsford, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.06B across 524 accounts |
| SEC registration | Investment adviser representative in NY · CRD 8351977 |
| Exams passed | Series 65 (2026) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.acm401k.com |
How Margaret's firm compares
- Armbruster Capital Management's average account is about $2.0 million, from its Form ADV (assets managed divided by 524 accounts).
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Questions about Margaret
Is Margaret Broomfield a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Margaret holds no broker registration, and Armbruster Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Margaret charge for financial advice?
Margaret's firm, Armbruster Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Margaret Broomfield based?
Margaret Broomfield is based in Pittsford, New York.
Is Margaret Broomfield registered with the SEC?
Yes. Margaret Broomfield is registered as an investment adviser representative in NY (CRD 8351977), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Armbruster Capital Management manage?
Armbruster Capital Management reports $1.06B across 524 accounts in assets under management.
How do I contact Margaret Broomfield?
Through Margaret's website, www.acm401k.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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