Ethos Financial Group, LLC

Ethos Financial Group, LLC (CRD# 321748) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $651,837,810 in 1,815 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    652
    MILLION
  • Total Number of Accounts
    1,815
    ACCOUNTS
  • Average Account Value
    $359,139
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA

Financial Advisors at Ethos Financial Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James F. Behr
CRD#: 6275060
Mount Pleasant, SC

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.

2
Seth Bittner
CRD#: 5057101
2200 Renaissance Blvd, Suite 340, King Of Prussia, PA 19406

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.

3
Michael D. Malone
CRD#: 817458
2200 Renaissance Blvd, Suite 340, King Of Prussia, PA 19406

Michael Malone (CRD# 817458) is an Investment Advisor Representative working at Ethos Financial Group, LLC in King Of Prussia, PA and has over 43 years of experience in the finance industry.

4
Meagan C. Shields
CRD#: 5533377
5800 One Perkins Place, Suite 8a, Baton Rouge, LA 70808

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.

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