Arkell Asset Management, LLC
Firm details
- Headquarters
- Bozeman, Montana
- CRD number
- 159418
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI83.47%
- Individuals16.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Arkell Asset Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its compensation mixes a percentage-of-assets model with hourly charges. Arkell does not identify as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator or pension consultant based on the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds92%
- Exchange Traded Equities7%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Timothy Randak
President, Portfolio ManagerCRD 4614058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bozeman, MT
Gallatin
Location
Bozeman, MT
Headquartered in Bozeman, MT, in the West of the United States.
- Region
- West
- County
- Gallatin
- Address
- 676 S Ferguson Ave
- Time zone
- MT (UTC-7)
- Office locations
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