Armourwealth Management, LLC is an investment adviser to an investment company based in Lincoln. It manages $2.5 million of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Nebraska.
Armourwealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Armourwealth Management, LLC is $2.5 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 advisory firm has several streams of revenue. Clients pay Armourwealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based 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.
The principal office where Armourwealth Management, LLC performs its advisory services is located at 2967 Park Place Drive, Lincoln, NE 68506, 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 402-609-7567. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at armourwealth.com/.