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James William Judge

ETHOS FINANCIAL GROUP, LLC·KING OF PRUSSIA, Pennsylvania
Clean recordETHOS FINANCIAL GROUP, LLC
2200 RENAISSANCE BLVD, KING OF PRUSSIA, PA 19406CRD# 4818175Firm CRD# 321748

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James William Judge · KING OF PRUSSIA, PA
Registration
CRD #4818175 · ETHOS FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James William Judge is a registered financial advisor based in KING OF PRUSSIA, Pennsylvania, affiliated with ETHOS FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ETHOS FINANCIAL GROUP, LLC
ETHOS FINANCIAL GROUP, LLC
AUM
$914M
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at ETHOS FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4818175
Firm CRD# 321748
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James William Judge offer?
James William Judge specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KING OF PRUSSIA, Pennsylvania for a consultation.
What are James William Judge's credentials?
James William Judge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James William Judge located?
James William Judge is based in KING OF PRUSSIA, Pennsylvania, working with ETHOS FINANCIAL GROUP, LLC. Their office serves clients in the KING OF PRUSSIA metropolitan area and surrounding communities.
How does James William Judge charge for services?
James William Judge's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ETHOS FINANCIAL GROUP, LLC?
ETHOS FINANCIAL GROUP, LLC has approximately 26 employees and manages $914M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ETHOS FINANCIAL GROUP, LLC

Dustin Scott Dowling
KING OF PRUSSIA, PA
Daniel Cook Guy
KING OF PRUSSIA, PA

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