ARCHFORD CAPITAL STRATEGIES, LLC

13 Wolf Creek
Suite 2
Swansea, Illinois 62226
Tel: 618-416-7085

About ARCHFORD CAPITAL STRATEGIES, LLC

ARCHFORD CAPITAL STRATEGIES, LLC, formally registered with the SEC as ARCHFORD CAPITAL STRATEGIES, LLC. The firm was established in 06/28/2012. They have over 3 offices throughout the country.

ARCHFORD CAPITAL STRATEGIES, LLC is a Swansea, Illinois based Financial Planning firm with nearly $1,278,994,490 assets under management, offering retirement planning & investment advisory services to 3921 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164482
SEC#	801-76851
Assets Managed by Firm	$1,278,994,490
No. of Clients	3921
No. of Advisors	42

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3921	$1,278,994,490
Individuals (other than high net worth individuals)	476	$172,824,294
High net worth individuals	254	$852,560,834
Pension and profit sharing plans	67	$173,890,930
Charitable organizations	7	$20,467,072
Corporations or other businesses	14	$59,244,032

More Retirement Planning firms in Swansea, Illinois:

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INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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