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TOWER ARCH CAPITAL

DRAPER, UT · CRD 169057 · IAPD ↗ · 801-997-5808

$2.12BRegulatory AUM
21Advisory reps
24Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2024 — TOWER ARCH CAPITAL grew from 15 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — TOWER ARCH CAPITAL crossed $1B in regulatory AUM ($890.8M -> $1.90B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.