ARK Alliance Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 310539
- Website
- www.arkalliancefinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI76.47%
- Individuals23.22%
- Charitable Organizations0.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
ARK Alliance Financial LLC is an independent, owner-operated registered investment advisor organized as an LLC and registered in Texas. The firm focuses on financial planning and portfolio management for individuals, families and small-business owners. Its fees combine a percentage-of-AUM charging model with the option for hourly engagements. According to its filings, ARK Alliance does not position itself around ESG investing, does not operate as a pension consultant or capital allocator, and is set up to serve a primarily individual and family client base.
Assets & Accounts
Public Holdings
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 Funds95%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
Darin Womble
Co-Founder & CEOCRD 5133793
Anil Chacko
Co-Founder and CEOCRD 4471643
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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