Etch Financial

RIAState Registered

Total AUM

$14.1M

Discretionary

$9.3M

66% of AUM

Avg account

$314K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Pittsburgh, Pennsylvania
CRD number: 327021
Website: etchfinancial.com
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

FINTRX

Overview

Etch Financial is an independent, individually owned advisory firm organized as an LLC that serves both individual and family clients as well as select institutional relationships. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing mixes AUM-based fees with hourly and fixed-fee arrangements. Etch Financial identifies as an active ESG investor and appears to integrate environmental, social, or governance considerations into its investment approach. It does not present itself as a capital allocator; rather, it relies on third-party investment vehicles and managers.