Archer Row Advisory

RIASEC Registered
Total AUM
$39.5M
Discretionary
$39.5M
100% of AUM
Avg account
$2.8M
Accounts
14
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
297118
Fee structure
Percentage of AUM
Client types
  • HNWI90.76%
  • Individuals9.24%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Archer Row Advisory is a small, fee-based RIA structured as a limited liability company that focuses on portfolio management for individuals and families. With an owner-operated model and a concentrated client base, the firm emphasizes equity-led portfolios while incorporating third-party alternative strategies where appropriate. The adviser charges a percentage of assets under management and operates on a discretionary basis, positioning itself to make tactical and strategic allocations without seeking client-by-client approvals for trades. The firm’s investment posture favors exchange-traded equities as the core of client portfolios, supplemented by mutual funds and external alternative fund managers to provide diversification, income and private-market exposure. Archer Row Advisory does not identify as an active ESG investor and appears to concentrate on traditional risk-return drivers rather than formal ESG integration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Exchange Traded Equities 45%, Non-Exchange Traded Equities 28%, Public Funds/Mutual Funds 27%45%
  • Exchange Traded Equities45%
  • Non-Exchange Traded Equities28%
  • Public Funds/Mutual Funds27%

Contacts

1 of 1
  • Matthew Ahart

    Matthew Ahart

    FounderCRD 6949478

Wealth teams

FINTRX

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

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth