Overview

Assets Under Management: $218 million
High-Net-Worth Clients: 2
Average Client Assets: $67 million

Services Offered

Services: Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.86
Average High-Net-Worth Client Assets: $67 million
Total Client Accounts: 2,038
Discretionary Accounts: 2,038

Regulatory Filings

CRD Number: 332368
Filing ID: 2000599
Last Filing Date: 2025-07-24 08:31:00
Website: https://archer.ca