Arroit Services Inc

RIASEC Registered
Total AUM
$84.3K
Discretionary
$84.3K
100% of AUM
Avg account
$28.1K
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
316634
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Jai Singh

    Jai Singh

    Senior Technical ArchitectCRD 7445936

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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