ETHOS FINANCIAL GROUP, LLC

KING OF PRUSSIA, PA

610-822-5246

SEC #801-125779

Total AUM

$2.1B

Employees

Clients

1,808

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

2200 RENAISSANCE BLVD
SUITE 340
KING OF PRUSSIA
PA 19406
United States

Operating Hours

9-5
Monday - Friday

Phone

610-822-5246

Other Offices

Financials

Total AUM

$2.1B

Accounts

4,747

Discretionary

$1.9B

Accounts

4,743

Non-Discretionary

$230.8M

Accounts

Clients

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Individual Clients

1,327

AUM

$359M

HNW Individual Clients

382

AUM

$1.3B

Charitable Organization Clients

AUM

$35.3M

Investment Advisor Clients

AUM

$26.3M

Corporation or Business Clients

AUM

$426.2M

Services

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Services Offered

Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Compliance

Disclosures

None reported

State Registrations

ALAZCACOCTFLGAILLAMDMIMSNCNENHNJNMNYPASCTNTXUTVAWA

Affiliates

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Affiliates

Reported 2 business affiliates.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.