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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-25-2018
- Office Locations
- 1
Office Locations
About Archer ROW Advisory
Archer Row Advisory provides tax-aware investment management plus financial, estate, and tax planning for individual investors, with particular focus on high taxable-income households. The firm emphasizes low expenses and infrequent, high-conviction trading, and evaluates non-traditional allocations such as real estate, direct lending, commodities, private equity, and venture capital alongside public markets. Custody support includes Schwab and Pershing.
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Owner & Executives
Matthew Lawrence Ahart
Advisor, Managing Partner
- CRD
- #6949478
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,481,415 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,481,415 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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