Arlington Financial Advisors, LLC
Firm details
- Headquarters
- Santa Barbara, California
- CRD number
- 283288
- Registered since
- May 18, 2016
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.1%
- Individuals10.51%
- Pension & Profit Sharing Plans6.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Arlington Financial Advisors, LLC is an independent, SEC-registered investment adviser (registered in 2016) that serves both individual/family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. It bills through a mix of percentage‑of‑AUM fees plus hourly and fixed‑fee arrangements, and identifies itself as a capital allocator that incorporates ESG considerations into its investment process.
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 Funds73%
- Exchange Traded Equities12%
- Cash & Cash Equivalents8%
- State & Local Bonds7%
Contacts
3 of 8
Richard Hughes
Financial AdvisorCRD 2716113
Dianne Duva
Founding PartnerCRD 4193888
Arthur Swalley
Founding Partner and DirectorCRD 2065991
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$749M in ETFs
33%
$246M
66%
$503M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF (CGGO) | American Funds | Active | Global Large Stock Growth | $61.8M | 1,459,504 | 8.25% |
Location
Santa Barbara, CA
Santa Barbara
Location
Santa Barbara, CA
Headquartered in Santa Barbara, CA, in the West of the United States.
- Region
- West
- County
- Santa Barbara
- Address
- 100 E De Lane Guerra St
- Time zone
- PT (UTC-8)
- Office locations
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