Arch Global Advisors, LLC

RIASEC Registered
Total AUM
$231M
Discretionary
$231M
100% of AUM
Avg account
$283K
Accounts
815
Employees
16
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
297397
Registered since
July 2, 2018
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI62.19%
  • Individuals23.03%
  • Pension & Profit Sharing Plans11.96%
  • Corporations / Businesses2.24%
  • Charitable Organizations0.58%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Arch Global Advisors, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2018. The firm provides wealth management to both individual/family and institutional clients and serves as a capital allocator, selecting outside managers as part of its investment process. Core services listed on the firm’s ADV include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Its billing model combines a percentage-of-AUM fee with the option for fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, Non-Exchange Traded Equities 24%, Cash & Cash Equivalents 5%, Investment Grade Corp Bonds 4%, Public Funds/Mutual Funds 3%64%
  • Exchange Traded Equities64%
  • Non-Exchange Traded Equities24%
  • Cash & Cash Equivalents5%
  • Investment Grade Corp Bonds4%
  • Public Funds/Mutual Funds3%

Owners & executives

1 of 1
  • Sardar Iftikhar

    Sardar Iftikhar

    CEO & Managing PartnerCRD 4673210

Contacts

3 of 5
  • Michael Selvitella

    Michael Selvitella

    Wealth ManagerCRD 4498570

  • Cary Cowan

    Cary Cowan

    Senior Vice PresidentCRD 601492

  • Frank Davidson

    Frank Davidson

    Wealth ManagerCRD 2301132

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
215 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth