Overview
Assets Under Management: $901 million
Headquarters: CARMEL, IN
High-Net-Worth Clients: 142
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 142
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.37
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 5,640
Discretionary Accounts: 5,640
Regulatory Filings
CRD Number: 136403
Filing ID: 1991650
Last Filing Date: 2025-05-19 16:09:00
Website: https://thearcherfunds.com