Etf Associates, LLC is a large advisory firm based in Wayne. It manages $31.03 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Florida, New Hampshire, and 3 other states.
Etf Associates provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Etf Associates, LLC is $31.03 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Etf Associates, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Donald Francis Gayhardt has been acting as President since 1 Feb 2008. Matthew Lee Forester has served as the Chief Investment Officer since 1 Feb 2008. Christopher Mark Quigley joined the executive team most recently as the Managing Member.
The principal office where Etf Associates, LLC performs its advisory services is located at Devon Square Ii , Suite 250, Wayne, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 484-253-4570 or by fax 484-253-4600. The normal business hours are 8:30am - 5:30pm on Monday - Friday.