ARNOLD INSURANCE & FINANCIAL SERVICES, LLC

Overview

Arnold Insurance & Financial Services, LLC is an independent registered investment adviser organized as a limited liability company that combines advisory services with an insurance brokerage practice. The firm focuses on individual and family relationships, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are based on a percentage of assets under management, and the firm manages client assets on a discretionary basis. Investment activity leans toward publicly listed pooled vehicles rather than direct stock picking. The firm does not present itself as a capital allocator; instead it relies on third‑party managers for specialized exposures and places core allocations into public funds and mutual funds. The advisory platform is supported operationally through a custody relationship with Charles Schwab & Co., Inc.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices