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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