ARROW INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2006

Total AUM

$377M

Discretionary

$377M

100% of AUM

Avg account

$189M

Accounts

2

Employees

10

Advisory reps

3

Firm details

Headquarters: LAUREL, Maryland
CRD number: 139652
Registered since: April 24, 2006
Website: arrowfunds.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Arrow Investment Advisors, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2006. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its regulatory and business footprint includes broker-dealer activity and a CPO/CTA designation, and it lists portfolio management for investment companies among its advisory services. Arrow does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

JONATHAN GUYER
Chief Investment OfficerCRD 2777473
JOSEPH BARRATO
CEO, Director of Investment StrategiesCRD 4253082

Contacts

1 of 1

ISABELLA BARRATO
Compliance OfficerCRD 8059718

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 31

Active vs passive

$97.3M in ETFs

Passive

54%

$53M

Active

42%

$44.4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ARROW RESERVE CAPITAL MANAGEMENT ETF (ARCM)		Active	Ultrashort Bond	$40.9M	409,003	42.04%

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Primary office

LAUREL, MD

PRINCE GEORGES

Location

LAUREL, MD

Headquartered in LAUREL, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: PRINCE GEORGES
Address: 6100 Chevy Chase Dr
Time zone: ET (UTC-5)
Office locations

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