Ethos Capital Management, Inc.

Ethos Capital Management, Inc. (CRD# 313145) is a financial advisory firm headquartered in Newtown, PA. They manage $85,737,515 in 305 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
111 South State Street, Newtown, PA 18940
https://ethoscapitaladvisors.com/
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $281,107
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Ethos Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Steven Toto, financial advisor Newtown PA
Steven J. Toto
CRD#: 1698379
111 South State Street, Newtown, PA 18940

Steven Toto (CRD# 1698379) is an Investment Advisor Representative working at Ethos Capital Management, Inc. in Newtown, PA and has over 29 years of experience in the finance industry.

2
Gregory Lichtenstein, financial advisor Newtown PA
Gregory M. Lichtenstein
CRD#: 7138993
111 South State Street, Newtown, PA 18940

Gregory Lichtenstein (CRD# 7138993) is an Investment Advisor Representative working at Ethos Capital Management, Inc. in Newtown, PA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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