Etch Financial

RIAState Registered
Total AUM
$14.1M
Discretionary
$9.3M
66% of AUM
Avg account
$314K
Accounts
45
Employees
2
Advisory reps
3

Firm details

Headquarters
Pittsburgh, Pennsylvania
CRD number
327021
Custodians
ALTRUIST FINANCIAL LLC, JOHN HANCOCK DISTRIBUTORS LLC, AMERICAN FUNDS & TRUSTS INCORPORATED, EMPOWER FINANCIAL SERVICES, INC., ASSETMARK TRUST CO., BETTERMENT
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans49.37%
  • Individuals32.99%
  • HNWI17.63%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Etch Financial is an independent, individually owned advisory firm organized as an LLC that serves both individual and family clients as well as select institutional relationships. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing mixes AUM-based fees with hourly and fixed-fee arrangements. Etch Financial identifies as an active ESG investor and appears to integrate environmental, social, or governance considerations into its investment approach. It does not present itself as a capital allocator; rather, it relies on third-party investment vehicles and managers.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Exchange Traded Equities 1%, Cash & Cash Equivalents 1%98%
  • Public Funds/Mutual Funds98%
  • Exchange Traded Equities1%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

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Wealth teams

FINTRX

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

Pittsburgh, PA

Allegheny

Location

Pittsburgh, PA

Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
1121 Boyce Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth