ETHIC

ETHIC INC.

CRD 282827 · SEC 801-107290

99 HUDSON STREET, 17TH FLOOR, NEW YORK, NY, 10013, United States

Phone

(646) 687-6744

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$7.82B

Discretionary AUM

$7.82B

Team

76 total employees; 10 advisory reps; 2 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)Educational seminars

Type	Clients	AUM
Individuals	13	$35.2M
High net worth individuals	14	$132.0M
Charitable organizations	23	$552.0M
Other investment advisers	98	$5.10B
Corporations/business entities	20	$1.75B

CA, CO, IL, LA, MA, NE, NY, TX

Official SEC filing: View on IAPD