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 an independent, SEC-registered registered investment adviser organized as a limited liability company and formed before 2022. The firm serves individual and family clients (and small business portfolios) using a percentage-of-assets fee model. Its advisory scope emphasizes financial planning and discretionary portfolio management for individuals and small business owners. The firm is not identified as an active ESG investor, is not classified as a capital allocator, and (per the snapshot) is not designated 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
- 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 AdvisoryCRD 7564569
James Mihm
Assistant Vice PresidentCRD 6283763
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$220M in ETFs
100%
$220M
0%
$220K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $18.7M | 50,481 | 8.49% |
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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