ARK Alliance Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 310539
- Website
- www.arkalliancefinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI76.47%
- Individuals23.22%
- Charitable Organizations0.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
ARK Alliance Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and discretionary portfolio management geared toward individuals and small businesses. Its client-fee model combines AUM-based fees with the option for hourly billing. ARK Alliance is not structured as a capital allocator, does not present itself as an active ESG investor, and the firm is not identified as a multi-state adviser or pension consultant.
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
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
Anil Chacko
Co-Founder and CEOCRD 4471643
Darin Womble
Co-Founder & CEOCRD 5133793
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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