ARC Advisory LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 330258
- Registered since
- April 18, 2024
- Website
- www.joinarc.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
ARC Advisory LLC is an SEC-registered institutional registered investment adviser that began registration in 2024. The firm operates as a limited liability company with ownership that includes both a domestic entity and an individual. Its client focus is institutional, and it charges fees based on a percentage of assets under management. Core advisory services are portfolio management for both individuals/small businesses and for businesses or institutional clients. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
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 Funds74%
- US Government Bonds20%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1Nicholas Lombardo
Co-Founder and CEOCRD 6082425
Contacts
1 of 1Derek Tschudin
AVPCRD 4684900
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 601 California St
- Time zone
- PT (UTC-8)
- Office locations
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