Archer Investment Corporation
Firm details
- Headquarters
- Carmel, Indiana
- CRD number
- 136403
- Registered since
- August 12, 2005
- Website
- www.archerinvestment.com
- Custodians
- TRADE-PMR INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI41.3%
- Individuals35.09%
- Investment Companies16.89%
- Pension & Profit Sharing Plans6.72%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Archer Investment Corporation is an independent registered investment adviser focused on managing portfolios for both individuals/families and institutional clients. The firm is registered with the SEC and began that registration in 2005. Its advisory services include portfolio management for individuals and small businesses, portfolio management for investment companies and for businesses or institutions, and pension consulting services. Archer charges fees based on a percentage of assets under management and also uses fixed-fee arrangements. The firm was included on Forbes’ list of America’s Top RIA Firms in 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities8%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 597Active vs passive
$414M in ETFs
52%
$217M
23%
$197M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $35.3M | 47,697 | 8.53% |
Location
Carmel, IN
Hamilton
Location
Carmel, IN
Headquartered in Carmel, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Hamilton
- Address
- 11711 N College Ave
- Time zone
- ET (UTC-5)
- Office locations
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