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ARCHITECT CAPITAL CORP.
570 Pacific Avenue
San Francisco, California 94133
Tel: 650-769-7630
About ARCHITECT CAPITAL CORP.
ARCHITECT CAPITAL CORP, formally registered with the SEC as ARCHITECT CAPITAL CORP. The firm was established in 05/01/2023. They have over 1 offices throughout the country.
ARCHITECT CAPITAL CORP. is a San Francisco, California based Financial Planning firm with nearly $350,075,000 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315010 |
| SEC# | 801-127889 |
| Assets Managed by Firm | $350,075,000 |
| No. of Clients | 15 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 15 | $350,075,000 |
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