|
⚲
|
| Archer Portfolio Management Inc
✚
|
|
|---|---|
| CRD # | 332368 |
| SEC # | 801-131125 |
| CIK # | |
| AUM | $190.4 MM (2024-08-16) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 514-395-2151 |
| Address | 1155 Renelevesque Blvd W Montreal Quebec, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 830 | 110.1 |
| (b) Individuals (high net worth individuals) | 12 | 31.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 87 | 49.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,300 | 190.4 |
| By Discretionary | ||
| Discretionary | 1,300 | 190.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,300 | 190.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.4 | |
| Total | 1,300 | 190.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
VCI Wealth Management LLC
✚
|
MO | 0.2 |
|
Atlas Wealth Partners LLC
✚
|
PA | 0.2 |
|
Three Cord True Wealth Management LLC
✚
|
PA | 0.2 |
|
Osprey Capital Management Corp
✚
|
FL | 0.2 |
|
Kristen E Coombs LLC
✚
|
PA | 0.2 |
|
VIA IV Investments LLC
✚
|
IL | 0.2 |
|
Leicht Financial Planning and Wealth Management Inc
✚
|
NJ | 0.2 |
|
Allstreet Capital LLC
✚
|
CA | 0.2 |
|
Strauss Wealth Advising Inc
✚
|
AL | 0.2 |
|
Reliant Investment Partners LLC
✚
|
NC | 0.2 |