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 registered investment adviser formed in 2018 that operates as a capital allocator for both individual & family and institutional clients. The firm charges a mix of percentage-of-AUM and fixed-fee arrangements and provides financial planning, portfolio management for individuals and small businesses, pension consulting support, and selection-of-other-advisers services. Arch Global reports a clear preference for equity exposure, using exchange-traded equities as its primary investment sleeve, and does not identify as an active ESG investor. As a limited liability company owned by an individual, Arch Global leans on third-party managers for non-core strategies while managing core equity and mutual-fund sleeves in-house. Their practice blends model/SMA equity management with outsourced alternative allocations, and the adviser positions itself to serve both high-net-worth households and institutional mandates through fee-based advisory programs.
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 1SARDAR IFTIKHAR
CEO & Managing PartnerCRD 4673210
Contacts
3 of 6Mark Alcorn
Junior AssociateCRD 8178806
CARY COWAN
Senior Vice PresidentCRD 601492
Thomas Arch
Wealth Manager AssistantCRD 7959723
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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