Etch Financial

RIASEC 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
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 a limited liability company and owned by an individual. The firm serves both individuals/families and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing is flexible, combining AUM-based fees with hourly and fixed-fee arrangements. Etch Financial identifies as an active ESG investor and does not act as a capital allocator (it places client capital with third-party managers rather than operating its own funds).