Ethos Financial is an investment advisor in King of Prussia with $651.84 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
882227607
SEC advisor number
801-125779
FINRA CRD number
321748
AUM ?
$913.93 mm
(as of 25 Mar 24)
Accounts
2,482
(as of 25 Mar 24)
Employees
24
(20 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23