19 East Eagle Road
Havertown, Pennsylvania 19083
Tel: 1.215.882.9983
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.
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 |
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 |
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 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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