ARROW FINANCIAL GROUP
Firm details
- Headquarters
- FARMINGTON HILLS, Michigan
- CRD number
- 119423
- Website
- arrowfg.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Arrow Financial Group operates as a limited liability company specializing in a range of financial services. The firm primarily caters to individual and family clients, offering services that include financial planning, portfolio management for both individuals and small businesses, and pension consulting. Arrow Financial Group also acts as a registered representative of a broker-dealer and operates as an insurance broker. The firm does not focus on ESG investments and is not classified as a multi-state adviser.
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 Equities70%
- US Government Bonds15%
- Cash & Cash Equivalents15%
Owners & executives
1 of 1KENT BOWMAN
President, CIOCRD 1244354
Contacts
3 of 4KEVIN HURLEY
Financial and Investment AdvisorCRD 2259148
SUSAN HODESS
Financial and Investment AdvisorCRD 1188881
STEPHANIE ROSE
Registered RepresentativeCRD 7673313
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FARMINGTON HILLS, MI
OAKLAND
Location
FARMINGTON HILLS, MI
Headquartered in FARMINGTON HILLS, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 31800 Northwestern Hwy
- Time zone
- ET (UTC-5)
- Office locations
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