Etch Financial

RIASEC Registered
Total AUM
$14.1M
Discretionary
$9.3M
66% of AUM
Avg account
$314K
Accounts
45
Employees
2
Advisory reps
3

Firm details

Headquarters
Pittsburgh, Pennsylvania
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

FINTRX

Overview

Etch Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, combining financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing approach includes asset-based fees as well as hourly and fixed-fee arrangements. Etch Financial identifies as an active ESG investor and does not operate as a capital allocator.

Assets & Accounts

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 98%, Exchange Traded Equities 1%, Cash & Cash Equivalents 1%98%
  • Public Funds/Mutual Funds98%
  • Exchange Traded Equities1%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • Ryan Galiotto

    Ryan Galiotto

    FounderCRD 5745545

  • Donald Slone

    Donald Slone

    Wealth AdvisorCRD 2274931

  • Bernard Campbell

    Bernard Campbell

    Financial AdvisorCRD 8285288

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Pittsburgh, PA

Allegheny

Location

Pittsburgh, PA

Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
1121 Boyce Rd
Time zone
ET (UTC-5)
Office locations

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