Arnie Advisors LLC

RIASEC RegisteredEst. 2021
Total AUM
$52K
Discretionary
$52K
100% of AUM
Avg account
$52K
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
307049
Registered since
January 28, 2021
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Arnie Advisors LLC is a small, SEC-registered investment adviser formed as an LLC and registered in 2021. The firm is classified as an institutional RIA in the data, and its stated fee model is a percentage of assets under management. Regulatory filings list portfolio management for individuals and small businesses among its advisory activities, while the snapshot identifies the client base as institutional. The firm does not position itself as a capital allocator, is not an active ESG investor, and does not provide pension consulting or related-adviser services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Contacts

2 of 2
  • Izabel Arnold

    Izabel Arnold

    Co-FounderCRD 6858365

  • Eliza Arnold

    Eliza Arnold

    Co-FounderCRD 7321254

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth