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Archford Capital Strategies

Archford Capital Strategies is an investment advisor in Swansea with $810.35M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
462394834
SEC advisor number
801-76851
FINRA CRD number
164482
AUM ?
$810.35M (as of 22 Sep 21)
Accounts
2,173 (as of 22 Sep 21)
Employees
36 (9 investment advisory or research)
Address
Archford Capital Strategies
13 WOLF CREEK DR
SUITE 3
SWANSEA
IL 62226
Phone
618-416-7086

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 236 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$44.13M 226.19K 216.91K +4.3
$20.13M 165.78K 163.69K +1.3
$16.08M 491.76K 486.26K +1.1
$13.64M 166.39K 178.18K -6.6
$12.95M 200.12K 192.1K +4.2
$11.33M 40.18K 38.22K +5.1
$10.44M 125.8K 119.17K +5.6
$10M 219.05K 220.14K -0.5
$8.3M 110.4K 99.5K +11.0
$7.82M 24.78K 24.54K +1.0
$7.75M 153.93K 147.07K +4.7
$7.72M 54.58K 55.01K -0.8
Vanguard Ftse Emerging Markets Etf
$7.53M 131.76K 127.77K +3.1
$7.24M 25.83K 27.59K -6.4
$7.21M 205.53K 198.5K +3.5
Vanguard Ftse Developed Markets Etf
$6.88M 136.19K 141.52K -3.8
$6.72M 13.56K 14.38K -5.7
$6.56M 2.46K 2.46K -0.1
$6.52M 130.01K 95.27K +36.5
$6.11M 83.35K 77.34K +7.8
$5.91M 127.64K 121.26K +5.3
$5.58M 25.06K 24.6K +1.9
$5.48M 51.37K 43.44K +18.2
Vanguard Dividend Appreciation Index Fund
$5.33M 34.71K 32.62K +6.4
$4.63M 67.58K 63.76K +6.0
$4.34M 81.19K NEW
$4.22M 1.28K 1.27K +1.1
$3.93M 52.92K 50.49K +4.8
$3.91M 22.39K 22.13K +1.2
$3.56M 40.04K 37.47K +6.9
$3.22M 76.1K 55.35K +37.5
$3.11M 78.31K 73.06K +7.2
$2.87M 9.02K 7.88K +14.5
$2.79M 44.51K 20.6K +116.1
$2.72M 98.98K 95.52K +3.6
$2.68M 41.93K 39.74K +5.5
$2.49M 17.89K 17.88K +0.1
$2.41M 7.33K 7.07K +3.7
$2.38M 7.01K 6.9K +1.6
$2.37M 19.47K 16.47K +18.2
$2.11M 12.89K 12.45K +3.5
$2.04M 5.88K 5.64K +4.2
$1.88M 49.14K 46.66K +5.3
$1.87M 73.05K 72.72K +0.4
$1.78M 8.4K 8.39K +0.1
$1.7M 8.38K 7.95K +5.4
$1.67M 7.31K 7.27K +0.6
$1.64M 6.84K 6.42K +6.6
$1.61M 31.28K 28.98K +7.9
$1.55M 653 614 +6.4
Holdings list only includes long positions. Only includes long positions.

Calendar

27 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings