Arnold Investment Group
Firm details
- Headquarters
- ,
- CRD number
- 144923
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI91.84%
- Individuals8.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Arnold Investment Group is an independent, individual-owned registered investment adviser organized as a limited liability company that serves individuals and families. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. The firm charges clients by a percentage of assets under management and also uses hourly billing for certain services. The firm is not positioned as a multi-state adviser, is not an active ESG investor, and is not set up as a capital allocator to external managers.
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
- Non-Exchange Traded Equities46%
- Exchange Traded Equities38%
- US Government Bonds10%
- Cash & Cash Equivalents6%
Contacts
2 of 2Robert Arnold
PresidentCRD 2259893
Gary Dolbashian
Vice PresidentCRD 5870439
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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