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ETF Architect

Headquartered in HAVERTOWN, PA

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Firm Information

ETF Architect is a registered investment advisor based in Havertown, PA. The firm provides portfolio management for investment companies and businesses, specializing in ETF servicing. With a team of 7 investment adviser representatives and 4 adviser representatives for other investment advisers, ETF Architect manages approximately $9.16 billion in regulatory assets. The firm serves a diverse clientele, including investment companies, high-net-worth individuals, corporations, and other businesses.

ETF Architect

19 EAST EAGLE ROAD

HAVERTOWN, PA 19083

$9.16B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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etf servicing

Etf servicing

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ETF ARCHITECT has a total of 1 branch locations across the country.
location

HAVERTOWN, PA

Advisors at ETF Architect

View All 4 Advisors
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William Joshua anthony Russell

CFA®, RA

HAVERTOWN, PA

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Patrick Russell Cleary

RA

HAVERTOWN, PA

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Jessica Dawn Leighty

RA

HAVERTOWN, PA

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Richard Moody Shaner

CFA®, RA

HAVERTOWN, PA

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Disclosures

There are no public disclosures for ETF Architect.

Frequently Asked Questions (9)

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