Arta Finance
Firm details
- Headquarters
- Mountain View, California
- CRD number
- 318714
- Registered since
- April 8, 2022
- Website
- artafinance.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Arta Finance LLC is an independent registered investment adviser that began SEC registration in 2022 and operates as an LLC owned by a mix of a domestic entity and an individual. The firm focuses on serving individual and family clients, charging fees as a percentage of assets under management. Its advisory services center on financial planning and discretionary portfolio management for individuals and small businesses. The firm is not positioned as an ESG-focused manager and is classified as a single-state adviser for regulatory purposes.
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
- Public Funds/Mutual Funds56%
- Exchange Traded Equities29%
- Derivatives15%
Owners & executives
1 of 1Chirag Yagnik
Chief Investment OfficerCRD 4975083
Contacts
3 of 5Victoria Wong
General CounselCRD 8233042
Nicholas Lin
Investment Advisory AnalystCRD 7564569
James Mihm
Assistant Vice PresidentCRD 6283763
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$206M in ETFs
100%
$206M
0%
$412K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $17.3M | 189,625 | 8.41% |
Location
Mountain View, CA
Santa Clara
Location
Mountain View, CA
Headquartered in Mountain View, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 153 Castro St
- Time zone
- PT (UTC-8)
- Office locations
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