Ethos Financial Group, LLC
Ethos Financial Group, LLC (CRD# 321748) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $913,934,805 in 2,482 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management914MILLION
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Total Number of Accounts2,482ACCOUNTS
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Average Account Value$368,225
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, LA, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA
James Behr (CRD# 6275060) is an Investment Advisor Representative working at Ethos Financial Group, LLC in Mount Pleasant, SC and has over 9 years of experience in the finance industry.
Seth Bittner (CRD# 5057101) is an Investment Advisor Representative working at Ethos Financial Group, LLC in King Of Prussia, PA and has over 18 years of experience in the finance industry.
Michael Malone (CRD# 817458) is an Investment Advisor Representative working at Ethos Financial Group, LLC in King Of Prussia, PA and has over 44 years of experience in the finance industry.
Peter Cazamias (CRD# 7363404) is an Investment Advisor Representative working at Ethos Financial Group, LLC in King Of Prussia, PA and has over 2 years of experience in the finance industry.
Meagan Shields (CRD# 5533377) is an Investment Advisor Representative working at Ethos Financial Group, LLC in Baton Rouge, LA and has 1 year of experience in the finance industry.