ARC Advisory LLC

RIASEC RegisteredEst. 2024
Total AUM
$708M
Discretionary
$0
0% of AUM
Avg account
$929K
Accounts
762
Employees
25
Advisory reps
2

Firm details

Headquarters
San Francisco, California
CRD number
330258
Registered since
April 18, 2024
Custodians
PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 74%, US Government Bonds 20%, Cash & Cash Equivalents 6%74%
  • Public Funds/Mutual Funds74%
  • US Government Bonds20%
  • Cash & Cash Equivalents6%

Owners & executives

1 of 1
  • Nicholas Lombardo

    Co-Founder and CEOCRD 6082425

Contacts

1 of 1
  • Derek Tschudin

    AVPCRD 4684900

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth