Arroit Services Inc
Firm details
- Headquarters
- ,
- CRD number
- 316634
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Arroit Services Inc. operates as a very small, owner-operated advisory firm that provides portfolio management for individuals and small businesses on a percentage-of-AUM fee model. Filings show the firm runs discretionary equity-focused accounts and maintains an affiliate relationship as a real estate broker, suggesting some overlap between its advisory activities and real estate market access. The firm does not position itself as an active ESG investor and appears focused on straightforward equity exposure with selective use of alternative allocations. The adviser’s capital allocation profile is concentrated and simple: equity exposure via exchange-traded instruments forms the core of client portfolios, while private-market and commodity strategies are used selectively through third-party vehicles. The business model looks single-location and boutique in scale rather than a multi-state or institutional platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities100%
Contacts
1 of 1
Jai Singh
Senior Technical ArchitectCRD 7445936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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