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ARCH GLOBAL ADVISORS, LLC
CRD 297397 · SEC 801-113519
215 LEXINGTON AVENUE, SUITE 17B, NEW YORK, NY, 10016, United States
Phone
(212) 991-8807
Fax
(212) 961-6794
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$230.9M
Discretionary AUM
$230.9M
Team
16 total employees; 10 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 270 | $53.2M |
| High net worth individuals | 132 | $143.6M |
| Pension/profit sharing plans | 26 | $27.6M |
| Charitable organizations | 6 | $1.3M |
| Corporations/business entities | 8 | $5.2M |
States served
CA, IL, MD, NJ, NY, NC, OH, PA, TX, CT, FL
All web addresses on file
- HTTP://WWW.ARCHGLOBALADVISORS.COM/
- HTTP://WWW.ARCHGA.COM
- https://www.linkedin.com/company/arch-global-advisors/about/
- https://www.cowanfg.com
- https://www.facebook.com/CowanFinancialGroup/
- https://www.linkedin.com/company/26143/admin/feed/posts/
- https://twitter.com/Arch_GlobalAdv
- https://www.facebook.com/archglobaladvisors/
Official SEC filing: View on IAPD