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Building 2ARCHFORD CAPITAL STRATEGIES, LLC

Map pinSWANSEA, IL
Phone618-416-7085
NotebookSEC #801-76851
Total AUM
$1.5B
Employees
45
Clients
861

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13 WOLF CREEK
SUITE 2
SWANSEA
IL 62226
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
618-416-7085
Other Offices
2

ReceiptFinancials

Total AUM
$1.5B
Accounts
4,113
Discretionary
$1.5B
Accounts
4,113
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
496
AUM
$182.8M
HNW Individual Clients
278
AUM
$1B
Investment Company Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
67
AUM
$206.4M
Charitable Organization Clients
6
AUM
$21.4M
Corporation or Business Clients
13
AUM
$67.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAILINKSKYMONCNENJNYOHTNTX

HandshakeAffiliates

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

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