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, individual-owned registered investment adviser that has been SEC-registered since 2018. The firm works primarily with individual and family clients and offers financial planning and portfolio management services for individuals and small businesses. Its fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. The Archer does not position itself as a capital allocator and is not an active ESG investor.
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 Funds95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Jona Husbands
Principal And Chief Compliance OfficerCRD 4163338
Contacts
3 of 3
Allan Jaster
Principal and Financial AdvisorCRD 5391998
Steven Rhatigan
MemberCRD 1533193
Matthew Bishop
Investment Adviser RepresentativeCRD 8334464
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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