ETHOS FINANCIAL GROUP, LLC

2200 Renaissance Blvd
Suite 340
King Of Prussia, Pennsylvania 19406
Tel: 484-889-7270

About ETHOS FINANCIAL GROUP, LLC

ETHOS FINANCIAL GROUP, LLC, formally registered with the SEC as ETHOS FINANCIAL GROUP, LLC. The firm was established in 06/02/2022. They have over 7 offices throughout the country.

ETHOS FINANCIAL GROUP, LLC is a King Of Prussia, Pennsylvania based Financial Planning firm with nearly $913,934,805 assets under management, offering retirement planning & investment advisory services to 2482 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321748
SEC#	801-125779
Assets Managed by Firm	$913,934,805
No. of Clients	2482
No. of Advisors	26

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2482	$913,934,805
Individuals (other than high net worth individuals)	955	$211,897,933
High net worth individuals	147	$434,521,947
Charitable organizations	6	$15,921,503
Other investment advisers	1	$22,044,402
Corporations or other businesses	45	$229,549,020

More Retirement Planning firms in King Of Prussia, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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