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ETF ARCHITECT
19 East Eagle Road
Havertown, Pennsylvania 19083
Tel: 1.215.882.9983
About ETF ARCHITECT
ETF ARCHITECT, formally registered with the SEC as ETF ARCHITECT. The firm was established in 06/06/2014. They have over 1 offices throughout the country.
ETF ARCHITECT is a Havertown, Pennsylvania based Financial Planning firm with nearly $9,162,031,346 assets under management, offering retirement planning & investment advisory services to 219 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171412 |
| SEC# | 801-79835 |
| Assets Managed by Firm | $9,162,031,346 |
| No. of Clients | 219 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (ETF SERVICING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 219 | $9,162,031,346 |
| Individuals (other than high net worth individuals) | 37 | $39,026,052 |
| High net worth individuals | 81 | $550,510,733 |
| Corporations or other businesses | 8 | $122,156,045 |
More Retirement Planning firms in Havertown, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
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