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

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