Robert J Bagonis

Employer firm

Ethos Financial Group, LLC CRD 321748

$2.14B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → Present
  Tritium Private Wealth
  King Of Prussia, PA

Previous Registrations

• 2021-04-13 → 2022-07-12
  Almanack Investment Partners
  Newtown Square, PA

Other Businesses

1. Tritium Private Wealth Strategies, LLC. 2011 Renaissance Blvd., Suite 210, King of Prussia, PA 19406. 610.764.4665. Nature of Business: Estate, Business Succession & Insurance Planning. Investment Related: No. Title: Principal/Owner. Duties: Estate, Business Succession & Insurance Planning. Start Date: 10/2014. Approx. # of Hours per Month: 200. Approx. # of Hours During Trading Hours: 200. Financial Interest? Yes - 50% Ownership. How Compensated: K1 Distributions. 2. Trestle Beer Company LLC DBA Wrong Crowd Beer Company. 342 Hannum Avenue, West Chester, PA 19380. Nature of Business: Making the Best Beer in the World. Investment Related: No. Title: CFO/Owner. Duties: Bookkeeping. Taste Testing. Start Date: 04/2017. Approx. # of Hours per Month: 10. Approx. # of Hours During Trading Hours: 10. Financial Interest? Yes - 25% Ownership. How Compensated: K1 Distributions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-02

Other Names

• Robert J Bagonis