The Archer Consulting Group, LLC
Firm details
- Headquarters
- Thibodaux, Louisiana
- CRD number
- 156062
- Registered since
- May 22, 2018
- Website
- archerconsulting.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals88.06%
- HNWI11.94%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Archer Consulting Group, LLC is an independent, privately owned registered investment adviser organized as an LLC and first registered with the SEC in 2018. The firm focuses on serving individuals and families, offering financial planning and discretionary portfolio management for individual clients and small businesses. It charges a mix of percentage-of-assets fees alongside hourly and fixed-fee arrangements. The Archer does not identify as an active ESG investor, does not act as a capital allocator, and does not list pension consulting among its services.
Assets & Accounts
Public Holdings
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 Funds95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Jona Husbands
Principal And Chief Compliance OfficerCRD 4163338
Contacts
2 of 2
Allan Jaster
Principal and Financial AdvisorCRD 5391998
Steven Rhatigan
MemberCRD 1533193
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Thibodaux, LA
Lafourche
Location
Thibodaux, LA
Headquartered in Thibodaux, LA, in the South of the United States.
- Region
- South
- County
- Lafourche
- Address
- 814 Canal Blvd
- Time zone
- CT (UTC-6)
- Office locations
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