AR ASSET MANAGEMENT, INC.

RIASEC RegisteredEst. 1982

Total AUM

$603M

Discretionary

$603M

100% of AUM

Avg account

$4.8M

Accounts

126

Employees

Advisory reps

Firm details

Headquarters: WEST HOLLYWOOD, California
CRD number: 110342
Registered since: March 19, 1982
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., WELLS FARGO WEALTH MANAGEMENT, INVESTMENT AND FIDUCIARY SERVICES
Fee structure: Percentage of AUM
Client types: HNWI55.54%
Pooled Investment Vehicles29.91%
Charitable Organizations13.85%
Individuals0.62%
Pension & Profit Sharing Plans0.08%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

AR Asset Management, Inc. is a corporation registered with the SEC since 1982 that operates as a hedge-fund-classified investment adviser owned by an individual. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory remit includes portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses or institutions. The firm is not an active ESG investor and does not operate as a multi-state adviser. The firm also has operational roles tied to private capital: it is affiliated with activity as a real estate broker and sponsor and acts as a general partner and managing member of pooled investment vehicles. That positioning suggests the firm mixes manager-of-managers activity with sponsor-level responsibilities in closed-end or pooled structures.