Arrow Investment MgmT.
Firm details
- Headquarters
- ,
- CRD number
- 138928
- Custodians
- E*TRADE SECURITIES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Arrow Investment MgmT. operates as a sole proprietorship focused on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and also offers hourly advisory work, which suggests a mix of ongoing portfolio relationships and project-based engagements. Its reported activity shows a clear preference for liquid, exchange-traded equity exposure as the primary allocation tool, with equities representing the majority of managed assets. The firm is structured as an individual-owned adviser and is not registered as a multi-state adviser, pension consultant, or capital allocator. ESG is not identified as an active investment driver. The operating footprint and asset scale point to a compact advisory practice that emphasizes straightforward equity-based portfolios and hands-on account-level management rather than broad institutional product deployment.
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
- Exchange Traded Equities64%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents11%
Contacts
1 of 1
David Schachter
Business AnalystCRD 2938421
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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