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 certified financial planner operating out of King Of Prussia, Pennsylvania, with a total of 1 year of industry experience. Nikpour is an employee of Ethos Financial Group, LLC. Throughout their career, Nikpour has worked at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Power Home Remodeling Group, Mcfall And Knight Home Restoration, American Hearing Aid Associate, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Almanack Investment Partners and Ethos Financial Group, LLC. Nikpour holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Ethos Financial Group, LLC is a financial advisory company that has its headquarters in King Of Prussia, PA. The investment advisory business has offices in two locations and a total of 16 advisors. It manages $652 million in assets under management between its 1,815 client accounts, making it one of the bigger firms in the nation by assets under management. The firm advises five charities and foundations. Of its 1,815 client accounts, just 11% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Ethos Financial Group, LLC has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules depend on which services the firm provides the client. However, fees charged by Ethos Financial Group, LLC may include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

$651,837,810

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

16

PA Average: 41
Total Number of Accounts

1,815

PA Average: 3,342
Average Account Size

$359,139

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

Alexander has been registered as a financial advisor for 1 years.*

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

2013 - 2013 (< 1 year)

Mcfall And Knight Home Restoration

2013 - 2014 (1 year)

American Hearing Aid Associate

2012 - 2013 (1 year)

Power Home Remodeling Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Alexander Nikpour
King Of Prussia, PA
John Marsini
King Of Prussia, PA
Jacob Stull
King Of Prussia, PA
Meagan Shields
Baton Rouge, LA
Daniel Guy
King Of Prussia, PA
John Santini
King Of Prussia, PA
Robert Bagonis
King Of Prussia, PA
William Lane
King Of Prussia, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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