Arena Consulting, LLC

RIASEC 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 a small, privately held advisory firm organized as an LLC and owned by an individual. The firm targets high-net-worth individuals and families and structures client relationships with performance-based and other fee arrangements. Public filings characterize the firm as unclassified and note an affiliation with a law firm, which may influence client sourcing or service coordination. The firm is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a capital allocator. SEC registration year is not provided in the available records.

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