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Financial Arcitects, Inc

● SEC registered since 2021CRD 148897SEC# 801-120307Jenison, MI
Export (members)
Reg. AUM
$348M
Employees
11
Accounts
1,783
Location
Jenison, MI

Financial Arcitects, Inc assets under management

Financial Arcitects, Inc is an investment advisory firm registered with the SEC based in Jenison, MI. The firm has been registered since 2021. It reports $348 million in regulatory assets under management and employs 11 people.
www.straightpathwealth.comView on SEC.gov ↗

Financial Arcitects, Inc owners & executives

4 reported
NameTitleOwnershipSince
Jaycob John KeuningWealth Advisor, Partner5-10%2025
Kenneth John WelchWealth Advisor, Partner5-10%2025
Matthew Brian Boersen ControlPresident/Chief Compliance Officer.50-75%2016
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Frequently asked questions

How much does Financial Arcitects, Inc manage?

Financial Arcitects, Inc reports $348 million in regulatory assets under management on its Form ADV.

How many employees does Financial Arcitects, Inc have?

Financial Arcitects, Inc reports 11 employees.

Where is Financial Arcitects, Inc located?

Financial Arcitects, Inc is based in Jenison, MI and has been SEC-registered since 2021.

Does Financial Arcitects, Inc disclose fund performance?

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

Contact & registration

Address7699 Georgetown Center Drive, Jenison, MI 49428
Phone616-288-3670
Office hours9 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$348M
Non-discretionary$0
Total (RAUM)$348M