Overview
Assets Under Management: $167 million
Headquarters: WOODSTOCK, GA
High-Net-Worth Clients: 51
Average Client Assets: $3 million
Frequently Asked Questions
FINANCIAL ARCHITECTS, 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 #116027), FINANCIAL ARCHITECTS, LLC is subject to fiduciary duty under federal law.
FINANCIAL ARCHITECTS, LLC is headquartered in WOODSTOCK, GA.
FINANCIAL ARCHITECTS, LLC serves 51 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL ARCHITECTS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
FINANCIAL ARCHITECTS, LLC manages $167 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, FINANCIAL ARCHITECTS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.35
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 329
Discretionary Accounts: 329
Regulatory Filings
CRD Number: 116027
Last Filing Date: 2025-02-11 00:00:00
Website: https://financialarchitectsllc.com