Investment adviser · CRD 105897
MEYER CAPITAL GROUP
Investment adviser filing (IA)
FINANCIAL ARCHITECTS INC
MARLTON, NJ, United States · Form ADV filed Apr 17, 2023
- Regulatory AUM
- $1.48B Form ADV · Item 5.F
- Client accounts
- 2,306 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 165 | $866,033,731 | 58.4% |
| Individuals | 609 | $478,193,791 | 32.2% |
| Corporations & businesses | 17 | $118,568,216 | 8.0% |
| Retirement plans | 27 | $21,027,148 | 1.4% |
| Charities | Fewer than 5 | $177,114 | 0.0% |
Filing source
Form ADV 1753240 · Apr 17, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 17, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
525 ROUTE 73N, SUITE 312MARLTON, NJ, 08053, United States
CRD 105897
Filing source
Form ADV 1753240 · Apr 17, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.