Arlington Securities, Inc
Firm details
- Headquarters
- Saint Louis,
- CRD number
- 19596
- Registered since
- August 27, 1987
- Website
- wattsfinancialgroupinc.com
- Fee structure
- Percentage of AUM, Commissions, Other
- Client types
- HNWI72.42%
- Individuals27.58%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersMarket Timing Services
Firm profile
FINTRXOverview
Arlington Securities, Inc. is an independent broker‑dealer and insurance broker that serves individual and family clients. The firm is structured as a corporation owned by an individual and has been SEC‑registered since 1987. It offers a mix of commission and fee arrangements, including percentage‑of‑AUM billing alongside transactional commissions and other fee arrangements. Advisory services listed in regulatory filings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and market‑timing services. The firm is marked as a capital allocator and does not identify as an active ESG investor.
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 Funds100%
Contacts
3 of 17
Michele Berra
Registered RepresentativeCRD 1216249

Timothy Wingenbach
Registered RepresentativeCRD 5007031

Ruth Chady
Certified Financial PlannerCRD 1107086
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint Louis, null
Location
Saint Louis, null
Headquartered in Saint Louis, null.
- Office locations
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