Arena Advisors LLC
RIASEC Registered
Total AUM
$185K
Discretionary
$185K
100% of AUM
Avg account
$185K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 304955
- Website
- www.arenaadvisors.co
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Arena Advisors LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients with financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model combines a percentage-of-AUM component with the option of fixed fees. The firm does not identify as an active ESG investor and is not positioned as a capital allocator to external private managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1
Taylor Ames
CEOCRD 5137687
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations