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Alan Neil Culbertson

A. N. CULBERTSON & COMPANY, INC.·CHARLOTTESVILLE, Virginia
Unclaimed Profile
ONE BOARS HEAD POINTE, CHARLOTTESVILLE, VA 22903-4612CRD# 2313703Firm CRD# 108341
01

About

Alan Neil Culbertson is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with A. N. CULBERTSON & COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
A. N. CULBERTSON & COMPANY, INC.
A. N. CULBERTSON & COMPANY, INC.
AUM
$611M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at A. N. CULBERTSON & COMPANY, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2313703
Firm CRD# 108341
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alan Neil Culbertson offer?
Alan Neil Culbertson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Alan Neil Culbertson's credentials?
Alan Neil Culbertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Neil Culbertson located?
Alan Neil Culbertson is based in CHARLOTTESVILLE, Virginia, working with A. N. CULBERTSON & COMPANY, INC.. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Alan Neil Culbertson charge for services?
Alan Neil Culbertson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is A. N. CULBERTSON & COMPANY, INC.?
A. N. CULBERTSON & COMPANY, INC. has approximately 10 employees and manages $611M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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