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- Custodian
- Altruist · American Funds · Assetmark · Betterment · Charles Schwab & Company · Empower · John Hancock · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-07-2023
- Office Locations
- 3
Office Locations
About Etch Financial
Etch Financial is an independent Pittsburgh-based registered investment adviser led by CFP/CSLP Ryan Galiotto, offering retirement planning via its “6 Bridges to Retirement” framework, ongoing financial planning, and portfolio management aligned to client goals. The firm also provides student-loan planning/consulting (including one-time engagements) and serves families and retirees locally and virtually. Investments are primarily custodied with Altruist; the team hosts the Bridges to Retirement podcast and has been featured in outlets including Forbes and MarketWatch.
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Owner & Executives
RYAN S GALIOTTO
Certified Financial Planner, Chief Compliance Officer, FOUNDER
- CRD
- #5745545
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Bernard Jerome Campbell III
--
- CRD
- #8285288
Donald Jason Slone
--
- CRD
- #2274931
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,314,681 | -- |
| Non-Discretionary | $4,804,938 | -- |
| Total | $14,119,619 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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