Arrington Financial Advisors, LLC
RIASEC Registered
Total AUM
$10.8M
Discretionary
$10.8M
100% of AUM
Avg account
$347K
Accounts
31
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 173223
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Arrington Financial Advisors, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. It charges fixed fees and does not identify itself as an active ESG investor, a multi-state adviser, a capital allocator, or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities64%
- Other24%
- Cash & Cash Equivalents12%
Contacts
1 of 1Phyllis Storms
FounderCRD 2700720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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