Etf Architect
Etf Architect (CRD# 171412) is a financial advisory firm headquartered in Havertown, PA. They manage $9,162,031,346 in 219 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management9,162MILLION
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Total Number of Accounts219ACCOUNTS
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Average Account Value$41,835,760
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
PA, PR, WI
Patrick Cleary (CRD# 6394372) is an Investment Advisor Representative working at Etf Architect in Havertown, PA and has over 9 years of experience in the finance industry.
Jessica Leighty (CRD# 6578287) is an Investment Advisor Representative working at Etf Architect in Havertown, PA and has over 8 years of experience in the finance industry.
William Russell (CRD# 6573322) is an Investment Advisor Representative working at Etf Architect in Havertown, PA and has over 8 years of experience in the finance industry.
Richard Shaner (CRD# 7339748) is an Investment Advisor Representative working at Etf Architect in Havertown, PA and has 1 year of experience in the finance industry.