Arman James Investments

RIASEC Registered
Total AUM
$25.5M
Discretionary
$25.5M
100% of AUM
Avg account
$186K
Accounts
137
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
155197
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI57.83%
  • Individuals42.17%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Arman James Investments is a limited liability company owned by an individual that advises individuals, families and small businesses on portfolio management. The firm bills clients using both a percentage-of-assets model and performance-based fees, indicating some mandates are structured for active outperformance. It does not identify as an ESG-focused advisor, is not classified as a capital allocator, and its regulatory footprint is limited (not a multi-state adviser, not a pension consultant and not listed as a related adviser).

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 70%, Exchange Traded Equities 25%, US Government Bonds 5%70%
  • Cash & Cash Equivalents70%
  • Exchange Traded Equities25%
  • US Government Bonds5%

Contacts

1 of 1
  • Cengiz Ozdemir

    Cengiz Ozdemir

    Portfolio ManagerCRD 5845965

Wealth teams

FINTRX

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

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth