Ethos Strategic Investments
Firm details
- Headquarters
- ,
- CRD number
- 331831
- Website
- www.ethos-investments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.48%
- Individuals9.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Ethos Strategic Investments is a limited liability company owned by an individual adviser that provides fee-based wealth management and planning services. The firm lists financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting among its advisory activities. Its client billing mixes asset-based fees with hourly and fixed-fee arrangements. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not designated as a registered pension consultant despite offering pension consulting services on its activity list.
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 Equities75%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Cristin Mcginnis
Founder & CEOCRD 6622885
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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