Ameribanc Corporation
Firm details
- Headquarters
- ,
- CRD number
- 124207
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
Ameribanc Corporation operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily for individuals and families. The firm is owned by an individual and does not engage in capital allocation or act as a pension consultant. Ameribanc Corporation has a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While the firm does not actively invest in ESG (Environmental, Social, and Governance) opportunities, it offers market timing services as part of its advisory activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Contacts
1 of 1Curtis Bergquist
CRD 827858
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations