ARSENEAU FINANCIAL

Overview

Arseneau Financial is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm functions as a capital allocator and provides fee arrangements that include a percentage of AUM, hourly billing, and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm reports an industry affiliation with an insurance company and does not characterize itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives