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).

Current Firm Details
19 East Eagle Road, Havertown, PA 19083
https://www.etfarchitect.com
By the Numbers
  • Total Assets Under Management
    9,162
    MILLION
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $41,835,760
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA, PR, WI

Financial Advisors at Etf Architect
Showing 1 - 4 of 4 top financial advisors.
1
Patrick Cleary, financial advisor Havertown PA
Patrick R. Cleary
CRD#: 6394372
19 East Eagle Road, Havertown, PA 19083

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.

2
Jessica Leighty, financial advisor Havertown PA
Jessica D. Leighty
CRD#: 6578287
19 East Eagle Road, Havertown, PA 19083

Jessica Leighty (CRD# 6578287) is an Investment Advisor Representative working at Etf Architect in Havertown, PA and has over 7 years of experience in the finance industry.

3
William Russell, financial advisor Havertown PA
William J. Russell
CRD#: 6573322
19 East Eagle Road, Havertown, PA 19083

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.

4
Richard Shaner, financial advisor Havertown PA
Richard M. Shaner
CRD#: 7339748
19 East Eagle Road, Havertown, PA 19083

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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