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 is a limited liability company operating as an independent registered investment adviser (SEC registered in 2022) that serves individual and family clients. The firm charges fees based on a percentage of assets under management and focuses on financial planning and discretionary portfolio management for individuals and small businesses. It does not position itself as a capital allocator and is not identified as an active ESG investor.
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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