ARAGLAN CAPITAL MANAGEMENT , LLC

RIASEC Registered
Total AUM
$24M
Discretionary
$24M
100% of AUM
Avg account
$375K
Accounts
64
Employees
1
Advisory reps
1

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
152150
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI62.5%
  • Individuals37.5%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Araglan Capital Management, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owned by a domestic entity. While it does not actively engage in ESG investing, it caters to a client base that includes individuals and families, employing a fee structure based on a percentage of assets under management (AUM) as well as hourly charges.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, US Government Bonds 18%, Investment Grade Corp Bonds 8%74%
  • Exchange Traded Equities74%
  • US Government Bonds18%
  • Investment Grade Corp Bonds8%

Contacts

1 of 1
  • ARTHUR NORTON

    Managing DirectorCRD 1289263

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
1 Landmark Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth