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, individual-owned registered investment adviser that works primarily with individuals and families. The firm offers financial planning and portfolio management services tailored to individuals and small businesses. Its billing blends a percentage-of-assets fee with hourly charges. The adviser does not identify as an active ESG investor, is not multi-state registered, and does not position itself as a capital allocator running proprietary funds — instead it places client capital with third-party managers where appropriate.
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 2ANIL 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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