ARKENSTONE FINANCIAL, LLC

RIASEC Registered

Total AUM

$97M

Discretionary

$89.5M

92% of AUM

Avg account

$192K

Accounts

504

Employees

Advisory reps

Firm details

Headquarters: MONUMENT, Colorado
CRD number: 153530
Website: arkenstonefinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI52.37%
Individuals39.9%
Pension & Profit Sharing Plans7.73%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Arkenstone Financial, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and combines advisory services with insurance brokerage activities. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements are flexible: Arkenstone charges a percentage of assets under management and also uses hourly and fixed fees in some engagements. The firm does not describe itself as an active ESG investor and is not identified as a capital allocator.