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).

Current Firm Details
2200 Renaissance Blvd, Suite 340, King Of Prussia, PA 19406
https://www.ethosfg.com
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 - 3 of 3 top financial advisors.
1
Seth Bittner, financial advisor King Of Prussia PA
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 17 years of experience in the finance industry.

2
Jason Ho, financial advisor Clark NJ
Jason Ho
CRD#: 5735319
133 Westfield Ave, Clark, NJ 07066

Jason Ho (CRD# 5735319) is an Investment Advisor Representative working at Ethos Financial Group, LLC in Clark, NJ and has over 8 years of experience in the finance industry.

3
Meagan Shields, financial advisor Baton Rouge LA
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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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