Arrowhead Investment Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 167964
- Website
- www.arrowheadinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.35%
- Individuals35.99%
- Charitable Organizations2.66%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Arrowhead Investment Advisors, LLC is a small, owner-operated registered investment adviser that serves both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and focuses its advisory work on portfolio management for individuals and small businesses, alongside pension consulting services. Arrowhead does not position itself as an ESG investor and is described as a single-state, established adviser rather than a newly formed or multi-state operation.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities95%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents2%
Contacts
1 of 1Ashley Roth
Investment AdvisorCRD 6003968
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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