Aech Financial
Firm details
- Headquarters
- ,
- CRD number
- 336460
- Website
- aechfinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals60.83%
- HNWI39.17%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Aech Financial is an independent, individual-owned limited liability advisory firm focused on serving individuals and families on a fee‑based (percentage of AUM) model. The firm lists portfolio management for individuals and small businesses among its core advisory activities and also engages in selection of other advisers and pension consulting services. Aech Financial acts as a capital allocator—deploying client assets across direct public securities and third‑party alternative managers—and does not identify itself as an ESG investor. The firm is registered in Illinois and Missouri and operates as a small, privately held RIA that targets privately managed accounts rather than institutional pools.
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
- Exchange Traded Equities94%
- US Government Bonds3%
- State & Local Bonds2%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Jay Peters
Registered Investment AdvisorCRD 6463221
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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