Overview
Assets Under Management: $225,507
Headquarters: SARATOGA SPRINGS, NY
Frequently Asked Questions
ETICO WEALTH MANAGEMENT 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 #151046), ETICO WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
ETICO WEALTH MANAGEMENT LLC is headquartered in SARATOGA SPRINGS, NY.
According to their SEC Form ADV, ETICO WEALTH MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
ETICO WEALTH MANAGEMENT LLC manages $225,507 in client assets according to their SEC filing dated October 25, 2023.
According to their SEC Form ADV, ETICO WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Total Client Accounts: 2
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 151046
Filing ID: 1793107
Last Filing Date: 2023-10-25 13:28:00