Arlington Wealth Management
Firm details
- Headquarters
- Arlington Heights, Illinois
- CRD number
- 114801
- Registered since
- March 11, 2014
- Website
- arlington-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.6%
- Individuals28.49%
- Charitable Organizations10.91%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Arlington Wealth Management is an independent registered investment adviser that registered with the SEC in 2014. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, selection of other advisers, and educational seminars and workshops. Arlington acts as a capital allocator for certain client assets and uses a mix of percentage-of-AUM and fixed-fee billing. The firm reports being an active ESG investor, indicating that environmental, social, and governance factors are incorporated into its investment process.
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 Funds47%
- Exchange Traded Equities33%
- Cash & Cash Equivalents20%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$86M in ETFs
82%
$70.2M
11%
$15.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO SEMICONDUCTORS ETF (PSI) | Invesco | Passive | Technology | $11.7M | 76,607 | 13.58% |
Location
Arlington Heights, IL
Cook
Location
Arlington Heights, IL
Headquartered in Arlington Heights, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 21 S Evergreen Ave
- Time zone
- CT (UTC-6)
- Office locations
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