Arnold Investment Group

RIASEC Registered
Total AUM
$78.2M
Discretionary
$78.2M
100% of AUM
Avg account
$909K
Accounts
86
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
144923
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI91.84%
  • Individuals8.16%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Arnold Investment Group is an independent, individual-owned registered investment adviser organized as a limited liability company that serves individuals and families. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. The firm charges clients by a percentage of assets under management and also uses hourly billing for certain services. The firm is not positioned as a multi-state adviser, is not an active ESG investor, and is not set up as a capital allocator to external managers.

Assets & Accounts

Public Holdings

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: Non-Exchange Traded Equities 46%, Exchange Traded Equities 38%, US Government Bonds 10%, Cash & Cash Equivalents 6%46%
  • Non-Exchange Traded Equities46%
  • Exchange Traded Equities38%
  • US Government Bonds10%
  • Cash & Cash Equivalents6%

Contacts

2 of 2
  • Robert Arnold

    PresidentCRD 2259893

  • Gary Dolbashian

    Vice PresidentCRD 5870439

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth