Arman James Investments
Firm details
- Headquarters
- ,
- CRD number
- 155197
- Website
- armanjames.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI57.83%
- Individuals42.17%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Arman James Investments is a limited liability company owned by an individual that advises individuals, families and small businesses on portfolio management. The firm bills clients using both a percentage-of-assets model and performance-based fees, indicating some mandates are structured for active outperformance. It does not identify as an ESG-focused advisor, is not classified as a capital allocator, and its regulatory footprint is limited (not a multi-state adviser, not a pension consultant and not listed as a related adviser).
Assets & Accounts
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
- Cash & Cash Equivalents70%
- Exchange Traded Equities25%
- US Government Bonds5%
Contacts
1 of 1
Cengiz Ozdemir
Portfolio ManagerCRD 5845965
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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