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 that also operates as an insurance broker and provides advisory services to individual and family clients. The firm has been SEC-registered since 1987 and is privately owned. Its advisory work spans financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and market timing services. Compensation mixes percentage-of-AUM fees with commissions and other fee types. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser.
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 17MICHELE 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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