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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- DeltaHorizon radial
- Established Date
- 07-02-2018
- Office Locations
- 3
Office Locations
About Arch Global Advisors, LLC
Arch Global Advisors is a wealth management and financial planning firm providing personalized investment, retirement, tax, estate, and asset-protection planning for individuals and families across major life milestones. Portfolios are actively monitored in-house through a six-level model lineup and reviewed quarterly with BlackRock and State Street Global Advisors. The team leverages BlackDiamond and Schwab technology platforms to support client service and reporting.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SARDAR SHERAZ IFTIKHAR
Advisor, Chief Executive Officer, Managing Partner
- CRD
- #4673210
- Ownership
- 75% or more
AKHIL KUMAR
Chief Compliance Officer, PARTNER
- CRD
- #4716564
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Mark Peter Alcorn
--
- CRD
- #8178806
Thomas Arch
--
- CRD
- #7959723
Value zenith
Vertex frontier
- CRD
- #65372
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,913,938 | $283,330 |
| Non-Discretionary | $0 | -- |
| Total | $230,913,938 | $283,330 |
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Separately Managed Accounts
Total SMA Asset: $230,913,938
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $626,581,450 | 33.6% |
| Equity - OTC | $317,020,376 | 17.0% |
| Cash | $438,234,050 | 23.5% |
| Corporate - Investment Grade | $350,587,240 | 18.8% |
| Public Funds | $132,402,627 | 7.1% |
| Total | $1,864,825,743 | 100.0% |