Alexander
Nikpour

Ethos Financial Group, LLC

CRD#6317278
Investment Advisor
in King Of Prussia, PA

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About this Advisor

Alexander Nikpour is a financial advisor based in King Of Prussia, Pennsylvania, working with Ethos Financial Group, LLC. Alexander has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Almanack Investment Partners, and Ethos Financial Group, LLC. Alexander has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Alexander is part of Ethos Financial Group, LLC, which operates out of King Of Prussia, Pennsylvania. The firm has 3 offices and 24 employees. The firm manages assets totaling $913.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Ethos Financial Group, LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

2200 Renaissance Blvd Suite 340
King Of Prussia, PA 19406

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Ethos Financial Group, LLC Brokerage Details

Total Assets Under Management

$913,934,805

PA Average: $15,833,994,310
Total Number of Employees

24

PA Average: 41
Total Number of Accounts

2,482

PA Average: 3,342
Average Account Size

$368,225

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Alexander Nikpour Work History

2022 - Present (2 years)

Ethos Financial Group, LLC

2020 - 2022 (2 years)

Almanack Investment Partners

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2016 - 2020 (4 years)

Wells Fargo Clearing Services, LLC

2014 - 2015 (1 year)

Northwestern Mutual Life Insurance Company

2014 - 2015 (1 year)

Northwestern Mutual Investment Services LLC

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Disclosures

Please visit the SEC profile of Alexander Nikpour to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ethos Financial Group, LLC

Daniel Guy
King Of Prussia, PA
Meagan Shields
Baton Rouge, LA
Dania Tanguis
King Of Prussia, PA
Alexander Nikpour
King Of Prussia, PA
James Gonnason
King Of Prussia, PA
Jacob Stull
King Of Prussia, PA
Matthew Ohrenich
King Of Prussia, PA
Alan Baca
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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