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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Archer Consulting Group LLC
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| CRD # | 156062 |
| SEC # | 801-113282 |
| CIK # | |
| AUM | $155.5 M (2025-03-14) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 985-227-4019 |
| Address | 814 Canal Blvd Thibodaux, LA 70301 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 133.5 |
| (b) Individuals (high net worth individuals) | 46 | 22.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 310 | 155.5 |
| By Discretionary | ||
| Discretionary | 310 | 155.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 310 | 155.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.5 | |
| Total | 310 | 155.5 |
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|---|---|---|
|
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NJ | 0.2 |
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KOBO Wealth Conservancy LLC
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Spurstone Advisory Services LLC
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CT | 0.2 |
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Stonecrest Advisors Inc
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TX | 0.2 |
|
Gould Capital LLC
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WA | 0.2 |
|
Delaware Avenue Wealth Planners LLC
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|
DE | 0.2 |
|
Spinosa Wealth Management Group LLC
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|
LA | 0.2 |
|
First Mason Financial LLC
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|
OH | 0.2 |