VIDARROW INVESTMENT ADVISORS

RIASEC Registered

Total AUM

$12.6M

Discretionary

$12.6M

100% of AUM

Avg account

$185K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ARLINGTON HEIGHTS, Illinois
CRD number: 331441
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.64%
Individuals17.36%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vidarrow Investment Advisors is an independent, privately owned registered investment adviser that serves both individual/family and institutional clients. The firm operates as a capital allocator and provides a mix of financial planning and portfolio management services alongside selection of third‑party advisers and educational workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Vidarrow reports being an active ESG investor, and its advisory scope on regulatory filings includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and manager selection.