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 limited liability company that began registering as an adviser in 2021. Filings identify the ownership as a combination of a domestic entity and an individual. The firm charges clients a percentage-of-AUM fee and lists portfolio management for individuals and small businesses among its advisory activities, while other records indicate an institutional client focus. The firm does not describe itself as an ESG investor, does not act as a pension consultant, and is not listed as a related adviser to another registered manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth