Arch Global Advisors, LLC

RIASEC RegisteredEst. 2018
Total AUM
$231M
Discretionary
$231M
100% of AUM
Avg account
$283K
Accounts
815
Employees
16
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
297397
Registered since
July 2, 2018
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

FINTRX

Overview

Arch Global Advisors, LLC is an independent, owner-operated RIA that positions itself as a capital allocator for both individuals/families and institutional clients. The firm offers fee-based portfolio management and financial planning, and its service set includes selection of other advisers and pension consulting services. Arch Global reports a traditional advisory fee model (percentage of AUM) alongside the ability to charge fixed fees. The firm does not identify as an active ESG investor and operates as a single-state adviser for regulatory purposes. Arch Global uses third-party managers as part of its offering, indicating it will place client capital with external fund managers when appropriate. Custody and trading are consolidated at a major custodian, which supports the firm’s emphasis on liquid, exchange-traded instruments while allowing access to outside managers for alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, Non-Exchange Traded Equities 24%, Cash & Cash Equivalents 5%, Investment Grade Corp Bonds 4%, Public Funds/Mutual Funds 3%64%
  • 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

    Sardar Iftikhar

    CEO & Managing PartnerCRD 4673210

Contacts

3 of 6
  • Mark Alcorn

    Mark Alcorn

    Junior AssociateCRD 8178806

  • Cary Cowan

    Cary Cowan

    Senior Vice PresidentCRD 601492

  • Thomas Arch

    Thomas Arch

    Wealth Manager AssistantCRD 7959723

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth