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Building 2ETHOS CAPITAL MANAGEMENT, INC.

Map pinNEWTOWN, PA
Phone215-968-1820
NotebookSEC #801-132170
Total AUM
$155.4M
Employees
4
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
626 SOUTH STATE STREET
NEWTOWN
PA 18940
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Phone
215-968-1820
Other Offices
2

ReceiptFinancials

Total AUM
$155.4M
Accounts
463
Discretionary
$155.4M
Accounts
463
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
85
AUM
$36.6M
HNW Individual Clients
96
AUM
$118.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
FLNJPASCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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