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
231 D Street, Suite D, Davis, CA 95616
https://archerpointewm.com
By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    299
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Archer Pointe Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gary Cohen, financial advisor Davis CA
Gary L. Cohen
CRD#: 5971589
231 D Street, Suite D, Davis, CA 95616

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, financial advisor Davis CA
Eugene K. Hsu
CRD#: 3107090
231 D Street, Suite D, Davis, CA 95616

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.

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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