Arrow Investment Advisors, LLC

RIASEC Registered

Total AUM

$377M

Discretionary

$377M

100% of AUM

Avg account

$189M

Accounts

2

Employees

10

Advisory reps

3

Firm details

Headquarters: Laurel, Maryland
CRD number: 139652
Registered since: April 24, 2006
Website: arrowfunds.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Arrow Investment Advisors, LLC is an institutional registered investment adviser that focuses on serving institutional clients and managing investment-company portfolios. The firm is SEC-registered and has been registered since 2006. It operates as a limited liability company, is owned by an individual, and generates fees based on a percentage of assets under management. Business activities noted for the firm include broker-dealer operations and CPO/CTA activity, indicating involvement with pooled vehicles or commodity-related advisory services in addition to its portfolio-management work. Arrow does not identify as an active ESG investor and is described as an institutional RIA rather than a multi-state retail adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 33

Active vs passive

$118M in ETFs

Passive

63%

$73.8M

Active

35%

$44.1M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ARROW RESERVE CAPITAL MANAGEMENT ETF (ARCM)		Active	Ultrashort Bond	$40.8M	409,003	34.65%

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Primary office

Laurel, MD

Prince Georges

Location

Laurel, MD

Headquartered in Laurel, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Prince Georges
Address: 6100 Chevy Chase Dr
Time zone: ET (UTC-5)
Office locations

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