Arch Global Advisors, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 297397
- Registered since
- July 2, 2018
- Website
- www.archga.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.19%
- Individuals23.03%
- Pension & Profit Sharing Plans11.96%
- Corporations / Businesses2.24%
- Charitable Organizations0.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Arch Global Advisors, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2018. The firm provides wealth management to both individual/family and institutional clients and serves as a capital allocator, selecting outside managers as part of its investment process. Core services listed on the firm’s ADV include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Its billing model combines a percentage-of-AUM fee with the option for fixed fees.
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 Equities64%
- Non-Exchange Traded Equities24%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds4%
- Public Funds/Mutual Funds3%
Owners & executives
1 of 1
Sardar Iftikhar
CEO & Managing PartnerCRD 4673210
Contacts
3 of 5
Michael Selvitella
Wealth ManagerCRD 4498570

Cary Cowan
Senior Vice PresidentCRD 601492

Frank Davidson
Wealth ManagerCRD 2301132
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 215 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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