Overview
Assets Under Management: $218 million
High-Net-Worth Clients: 15
Average Client Assets: $2 million
Frequently Asked Questions
ARCHER PORTFOLIO MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332368), ARCHER PORTFOLIO MANAGEMENT INC. is subject to fiduciary duty under federal law.
ARCHER PORTFOLIO MANAGEMENT INC. serves 15 high-net-worth clients according to their SEC filing dated July 24, 2025. View client details ↓
According to their SEC Form ADV, ARCHER PORTFOLIO MANAGEMENT INC. offers portfolio management for individuals. View all service details ↓
ARCHER PORTFOLIO MANAGEMENT INC. manages $218 million in client assets according to their SEC filing dated July 24, 2025.
According to their SEC Form ADV, ARCHER PORTFOLIO MANAGEMENT INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.68
Average High-Net-Worth Client Assets: $2 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