Overview
Assets Under Management: $393 million
Headquarters: SYRACUSE, NY
High-Net-Worth Clients: 5
Average Client Assets: $35.0 million
Frequently Asked Questions
ETFIDEA, LLC 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 #121188), ETFIDEA, LLC is subject to fiduciary duty under federal law.
ETFIDEA, LLC is headquartered in SYRACUSE, NY.
ETFIDEA, LLC serves 5 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, ETFIDEA, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ETFIDEA, LLC manages $393 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, ETFIDEA, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.58%
Average Client Assets: $35.0 million
Total Client Accounts: 267
Discretionary Accounts: 266
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 121188
Filing ID: 1857604
Last Filing Date: 2024-03-29 09:16:00