Etch Financial
Firm details
- Headquarters
- ,
- CRD number
- 327021
- Custodians
- ALTRUIST FINANCIAL LLC, JOHN HANCOCK DISTRIBUTORS LLC, AMERICAN FUNDS & TRUSTS INCORPORATED, EMPOWER FINANCIAL SERVICES, INC., ASSETMARK TRUST CO., BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans49.37%
- Individuals32.99%
- HNWI17.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Etch Financial is an independent registered investment adviser structured as a limited liability company and owned by an individual principal. The firm serves both individual/family and institutional clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include a percentage-of-AUM overlay alongside hourly and fixed-fee engagements. Etch identifies as an active ESG investor and does not operate as a capital allocator or a multi-state adviser.
Assets & Accounts
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 Funds98%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Donald Slone
Wealth AdvisorCRD 2274931
Bernard Campbell
CRD 8285288
Ryan Galiotto
FounderCRD 5745545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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