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Arch Global Advisors, LLC

Arch Global Advisors, LLC. CRD 297397

Arch Global Advisors, LLC logo

CRD: 297397

Arch Global Advisors, LLC

NEW York, NY, 10016
2129918807
www.archga.com
$230.9M Total AUM
$230.9M Disc. AUM
26.8% 3Y CAGR
16 Employees
442 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท LPL Financial
Clients
Retail and Institutional
Platforms
Delta
Established Date
07-02-2018
Office Locations
3

Office Locations

215 Lexington Avenue Suite 17B NEW York NY
3275 US Highway 1, S St. Augustine FL
470 Mamaroneck Avenue Suite 306 White Plains NY

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

42 AVG AGE
$23.1M AVG AUM / ADVISOR
$522.4K AVG AUM / CLIENT
3 yrs AVG TENURE
16 Employees
10 Advisory Reps
8 RIA Reps
7yrs Firm Age

Insights

See the complete signal summary connected to timber ember.
Full visibility includes strategy notes for eagle pioneer.
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Full visibility includes strategy notes for north summit.
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Open the full profile to inspect shifts in quantum frontier.
See the complete signal summary connected to ember north.

Asset Classes

Glacier timber Ember crest Radial legacy Ember glacier Radial quantum Delta oak

Client Personas

Insight

Custodian

Pioneer legacy Pathway Beacon capital Ridge Horizon Ridge

Fund Managers

Summit

Investment Themes

Pathway momentum Insight legacy

Investment Vehicles

Element

Platform

Unison

Services

Atlas Prime Insight Horizon Vector Beacon optima Atlas

Technology

Vertex signal

Owner & Executives

S

SARDAR SHERAZ IFTIKHAR

Advisor, Chief Executive Officer, Managing Partner

CRD
#4673210
Ownership
75% or more
(739) 254-5348
vital.zenith@atlascapital.com
in linkedin.com/in/frontier-pathway
AKHIL KUMAR

AKHIL KUMAR

Chief Compliance Officer, PARTNER

CRD
#4716564
Ownership
10% but less than 25%
(680) 443-6450
catalyst.bridge@elementcapital.com
in linkedin.com/in/foundation-catalyst

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Contacts

M

Mark Peter Alcorn

--

CRD
#8178806
(800) 335-8906
momentum.beacon@unisoncapital.com
in linkedin.com/in/prime-matrix
T

Thomas Arch

--

CRD
#7959723
(306) 930-8540
beacon.legacy@matrixcapital.com
in linkedin.com/in/vector-optima
V

Value zenith

Vertex frontier

CRD
#65372
(669) 432-9377
vector.frontier@peakcapital.com
in linkedin.com/in/capital-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-09-2022
07-03-2023
12-19-2024
11-18-2025
03-31-2026
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

$230.9M Total SMA
Equity - Exchange:
33.6%
Equity - OTC:
17.0%
Cash:
23.5%
Corporate - Investment Grade:
18.8%
Public Funds:
7.1%
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%

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