Overview
Assets Under Management: $348 million
Headquarters: JENISON, MI
High-Net-Worth Clients: 56
Average Client Assets: $3 million
Frequently Asked Questions
FINANCIAL ARCITECTS, 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 #148897), FINANCIAL ARCITECTS, INC is subject to fiduciary duty under federal law.
FINANCIAL ARCITECTS, INC is headquartered in JENISON, MI.
FINANCIAL ARCITECTS, INC serves 56 high-net-worth clients according to their SEC filing dated August 18, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL ARCITECTS, INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
FINANCIAL ARCITECTS, INC manages $348 million in client assets according to their SEC filing dated August 18, 2025.
According to their SEC Form ADV, FINANCIAL ARCITECTS, INC 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: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.74
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,783
Discretionary Accounts: 1,783
Regulatory Filings
CRD Number: 148897
Filing ID: 2008833
Last Filing Date: 2025-08-18 14:41:00
Website: https://straightpathwealth.com