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EF

Family Office

Ethos Financial Group, LLC

United States, United Statesethosfg.com
3
Contacts
1
Mandates
Verified profileData completeness 70%Updated 2026-05-19Sources: 101_consolidated_master, fo_strategy_csv_2026, SRC-FO-BATCH-2026-05

Mandate & appetite

Preferred strategies
Core, Opportunistic, Value Add
Target geographies
Us & Canada
Typical ticket
$2m–$10m
AUM
Real-asset allocation
RE 100%
Appetite

Investor profile

Ethos Financial Group, based in King of Prussia, PA, is an employee-owned SEC-registered investment advisory firm specializing in holistic wealth management, strategic asset allocation, and risk optimization for UHNW families and institutions through tailored portfolio construction and advanced fiduciary services.

Unlock mandates & allocation signals

See Ethos Financial Group, LLC's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.

  • Active mandates (strategy, asset class, geography, ticket, target IRR)
  • Live allocation signals with sources
  • Named CIOs & IC members + email & LinkedIn

From $599/mo · 20% off annual

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