Arena Consulting, LLC

RIAState Registered
Total AUM
$70M
Discretionary
$0
0% of AUM
Avg account
$2.8M
Accounts
25
Advisory reps
1

Firm details

Headquarters
,
CRD number
151276
Fee structure
Performance Based Fees, Other
Client types
  • HNWI100%

Firm profile

FINTRX

Overview

Arena Consulting, LLC is an independent, Illinois-registered advisory firm organized as an LLC and owned by an individual. The firm serves high-net-worth individuals and families and reports using performance-based and other fee arrangements for at least some client relationships. Its regulatory filings classify it as a non–capital allocator and not a multi-state or newly formed adviser. Arena lists an industry affiliation with a law firm, which suggests coordination with legal advisors for client matters such as estate, tax, or entity planning. The firm does not identify as an active ESG investor and does not function as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

1 of 1
  • Herbert Lichtman

    Managing DirectorCRD 5703663

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth