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FINANCIAL ARCITECTS, INC
FINANCIAL ARCITECTS, INC
STRAIGHT PATH WEALTH MANAGEMENT
JENISON, Michigan
·
2 registered advisors
·
CRD# 148897
SEC# 801-120307
0
616-288-3670
01
Firm Overview
AUM
$272M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FINANCIAL ARCITECTS, INC
2 registered advisors
Matthew Brian Boersen
JENISON, Michigan
CRD# 5700339
Victoria Joy Buffum
JENISON, Michigan
CRD# 7088902
05
Office Locations
JENISON, Michigan
2 advisors
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Data sourced from SEC Form ADV filings. FINANCIAL ARCITECTS, INC (CRD# 148897) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.