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ETHOS FINANCIAL GROUP, LLC
ETHOS FINANCIAL GROUP, LLC
KING OF PRUSSIA, Pennsylvania
·
3 registered advisors
·
CRD# 321748
SEC# 801-125779
5
484-889-7270
01
Firm Overview
AUM
$914M
Regulatory assets under management
Employees
26
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ETHOS FINANCIAL GROUP, LLC
3 registered advisors
Daniel Cook Guy
KING OF PRUSSIA, Pennsylvania
CRD# 6369748
Dustin Scott Dowling
KING OF PRUSSIA, Pennsylvania
CRD# 5578420
James William Judge
KING OF PRUSSIA, Pennsylvania
CRD# 4818175
05
Office Locations
KING OF PRUSSIA, Pennsylvania
3 advisors
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Data sourced from SEC Form ADV filings. ETHOS FINANCIAL GROUP, LLC (CRD# 321748) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.