Archer Pointe Wealth Management, LLC
Archer Pointe Wealth Management, LLC (CRD# 308777) is a financial advisory firm headquartered in Davis, CA. They manage $139,202,408 in 299 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management139MILLION
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Total Number of Accounts299ACCOUNTS
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Average Account Value$465,560
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Archer Pointe Wealth Management, LLC
1
Gary Cohen (CRD# 5971589) is an Investment Advisor Representative working at Archer Pointe Wealth Management, LLC in Davis, CA and has over 12 years of experience in the finance industry.
2
Eugene Hsu (CRD# 3107090) is an Investment Advisor Representative working at Archer Pointe Wealth Management, LLC in Davis, CA and has over 25 years of experience in the finance industry.
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