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Our History

Arch Global Advisors continues their expansion through four more acquisitions. Throughout this process, we’ve gained great new team members, strengthened our skills, and increased our presence by having offices in several locations.

2023

2022

Arch Global Advisors completes their first Acquisition of a practice in Florida.

Arch Global Advisors established their relationship with Cadaret Grant & Co., Inc. acting as our Broker Dealer. This has allowed us to develop a long-term relationship with Atria Wealth Solutions, the parent company.

2020

2018

Arch Global Advisors opens their own Registered Investment Advisor (RIA).

The launch of Arch Global Advisors’ proprietary Asset Track Program (ATP). Our ATP enables us to structure our own individualized portfolios for our clients. It seamlessly blends financial technology with the human touch to provide cost effective high-value solutions. It's a harmonious union of art and science.

2015

2012-2014

Arch Global Advisors grows at a rapid pace and more team members join the firm.

Akhil Kumar joins the firm, establishing the vision to provide financial confidence to clients by delivering a wide range of planning services, resources and options that help them meet their long-term goals.

2011

2008-2009

The great recession. Many investment firms fold. Sheraz bucks the trend, growing the firm despite the bad economic climate.

Sheraz Iftikar leaves his previous firm to start his own independent financial group. He begins building a network of accountants and attorneys to integrate tax and legal knowledge into financial planning and decisions.

2007

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