Archford Capital Strategies, LLC is a large advisory firm based in Swansea. It manages $557.44 million of regulatory assets for 1,837 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Florida, Illinois, Iowa, and 4 other states.
Archford Capital Strategies provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
Archford Capital Strategies: assets under management
The assets under management (AUM) of Archford Capital Strategies, LLC is $557.44 million. The firm's AUM has grown by 197% since the beginning of its operation, and $189.18 thousand of the total AUM is attributable to clients outside of the United States.
The firm manages $463.59 million in discretionary accounts and $93.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $258.99 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2 million.
Archford Capital Strategies has custody of $55.56 million in cash and securities for 215 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in exchange traded securities the most. They account for 45% of the total AUM. The second-largest asset type is investment and business development companies, which make up 34% of the firm’s portfolio. Investments in cash and cash equivalents form 9% of the total invested assets.
