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ETF ARCHITECT

19 East Eagle Road
Havertown, Pennsylvania 19083
Tel: 1.215.882.9983

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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 StatusApproved
Firm CRD#171412
SEC#801-79835
Assets Managed by Firm$9,162,031,346
No. of Clients219
No. of Advisors19

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 ClientsAUM
Firm Total219$9,162,031,346
Individuals (other than high net worth individuals)37$39,026,052
High net worth individuals81$550,510,733
Corporations or other businesses8$122,156,045

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