PPrivate Fund Data Log in Join · $37/mo

Ethos Financial Group, LLC

● SEC registered since 2022CRD 321748SEC# 801-125779King of Prussia, PA
Export (members)
Reg. AUM
$1.58B
Employees
36
Accounts
3,935
Location
King of Prussia, PA

Ethos Financial Group, LLC assets under management

Ethos Financial Group, LLC is an SEC-registered investment adviser based in King of Prussia, PA. The firm has been registered since 2022. It reports $1.6 billion in regulatory assets under management and employs 36 people.

Ethos Financial Group, LLC owners & executives

6 reported
NameTitleOwnershipSince
Daniel Cook Guy ControlExecutive Officer / Cco10-25%2022
Dig, LLCOwner10-25%2022
Freemason, LLCOwner5-10%2022
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Ethos Financial Group, LLC manage?

Ethos Financial Group, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.

How many employees does Ethos Financial Group, LLC have?

Ethos Financial Group, LLC reports 36 employees.

Where is Ethos Financial Group, LLC located?

Ethos Financial Group, LLC is based in King of Prussia, PA and has been SEC-registered since 2022.

Does Ethos Financial Group, LLC disclose fund performance?

Ethos Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2200 Renaissance Blvd, Suite 340, King of Prussia, PA 19406
Phone610-822-5246
Office hours5-Sep
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.39B
Non-discretionary$183.8M
Total (RAUM)$1.58B