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ETFIDEA, LLC
120 Madison Street, Suite 1700
Syracuse, New York 13202
Tel: 315-472-6221
About ETFIDEA, LLC
ETFIDEA, LLC, formally registered with the SEC as ETFIDEA, LLC. The firm was established in 07/02/2008. They have over 1 offices throughout the country.
ETFIDEA, LLC is a Syracuse, New York based Financial Planning firm with nearly $319,437,457 assets under management, offering retirement planning & investment advisory services to 268 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 121188 |
| SEC# | 801-69316 |
| Assets Managed by Firm | $319,437,457 |
| No. of Clients | 268 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 268 | $319,437,457 |
| Individuals (other than high net worth individuals) | 251 | $160,070,238 |
| High net worth individuals | 5 | $149,452,434 |
| Pension and profit sharing plans | 7 | $5,521,037 |
| Corporations or other businesses | 5 | $4,393,748 |
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