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Adviser Profile
| As of Date | 03/28/2025 |
| Registration status | Registration Changed to ETHOS CAPITAL MANAGEMENT, INC. |
| ADV Location | NEWTOWN, PA, United States |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 129,143,442 51% |
| of that, discretionary | 129,143,442 51% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 301,034 7% |
| % High Net Worth | 47.68% 9% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds