ETHOS FINANCIAL GROUP, LLC of KING OF PRUSSIA, PA is an SEC-registered investment adviser (CRD 321748). Regulatory assets under management: $2.1B.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| GUY SUMNER COOK | CHIEF COMPLIANCE OFFICER; EXECUTIVE OFFICER; EXECUTIVE OFFICER / CCO | SCOTTSDALE, AZ |
| James William Judge | EXECUTIVE OFFICER | — |
| Daniel Cook Guy | EXECUTIVE OFFICER / CCO | — |
| Dustin Scott Dowling | OWNER | — |
| William Lowry Lane | OWNER | — |
| JUDGE JAMES WILLIAM | EXECUTIVE OFFICER; PRESIDENT | — |
| DOWLING DUSTIN SCOTT | OWNER | — |
| CALVERT JARED BENNETT | CHIEF COMPLIANCE OFFICER | — |
| LANE WILLIAM LOWRY | OWNER | — |