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Archford Capital Strategies, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 7, 2017
    • $549.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $311.5K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

9

name start date
Paul Richard Alegnani
August 2018
Jacob J. Hong
July 2015
Marnie Elizabeth Deschaine
August 2015
William Patrick Davis
August 2015
James Donald Maher
March 2013

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    James Donald Maher Managing Member March, 2013 75% or more
    John Roland Russo Chief Operating Officer March, 2013 less than 5%
    Tracy L Winters Chief Compliance Officer March, 2013 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees