Archer Investment Management

RIASEC Registered
Total AUM
$371M
Discretionary
$371M
100% of AUM
Avg account
$171K
Accounts
2,174
Employees
4
Advisory reps
3

Firm details

Headquarters
,
CRD number
146852
Registered since
April 9, 2021
Website
archerim.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI52.56%
  • Individuals47.44%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Archer Investment Management is an independent registered investment adviser organized as an LLC that works primarily with individual and family clients. The firm is SEC-registered (registration established in 2021) and charges fees based on a percentage of assets under management. Its client-facing services include financial planning and discretionary portfolio management for individuals and small businesses, with stated advisory offerings that also list pension consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Cash & Cash Equivalents 19%, Exchange Traded Equities 3%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Investment Grade Corp Bonds 1%73%
  • Public Funds/Mutual Funds73%
  • Cash & Cash Equivalents19%
  • Exchange Traded Equities3%
  • State & Local Bonds2%
  • Non-Exchange Traded Equities1%

Contacts

3 of 3
  • Emily Rassam

    Emily Rassam

    Senior Financial PlannerCRD 5365217

  • Richard Archer

    Richard Archer

    PresidentCRD 2639749

  • Cheyney Stephens

    Cheyney Stephens

    Financial PlannerCRD 7516299

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 122

Active vs passive

$374M in ETFs

Passive

58%

$218M

Active

25%

$156M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$31.3M40,8778.37%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth