AR Asset Management, Inc.

RIASEC RegisteredEst. 1982

Total AUM

$603M

Discretionary

$603M

100% of AUM

Avg account

$4.8M

Accounts

126

Employees

Advisory reps

Firm details

Headquarters: West Hollywood, California
CRD number: 110342
Registered since: March 19, 1982
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., WELLS FARGO WEALTH MANAGEMENT, INVESTMENT AND FIDUCIARY SERVICES
Fee structure: Percentage of AUM
Client types: HNWI55.54%
Pooled Investment Vehicles29.91%
Charitable Organizations13.85%
Individuals0.62%
Pension & Profit Sharing Plans0.08%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

AR Asset Management, Inc. is a corporation registered with the SEC since 1982 that operates as a hedge fund manager serving both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and provides discretionary portfolio management across individual and pooled vehicles as well as for businesses or institutions. It identifies equities as its primary preference and does not position itself as an ESG investor or a multi-state adviser. The firm also has industry roles beyond advisory work — acting as a general partner, sponsor, and managing member of pooled investment vehicles and maintaining affiliations with real estate brokerage or sponsorship activities.