ARSENAL FINANCIAL, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
2

Firm details

Headquarters
WATERTOWN, Massachusetts
CRD number
291073
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial Planning

Firm profile

FINTRX

Overview

Arsenal Financial, LLC is organized as an individually owned limited liability company that provides financial planning services. The firm uses a mix of fee arrangements—hourly charges, fixed fees and other fee structures—rather than a traditional percentage-of-assets model. It is not positioned as a capital allocator and does not identify as an active ESG investor, multistate adviser, pension consultant, or related adviser in the available data. The firm's operational footprint and business classification are minimal in the record provided, suggesting a small, boutique practice centered on planning advice rather than large-scale discretionary investment management or institutional consulting.

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

Contacts

2 of 2
  • JEREMY VAILLE

    Financial AdvisorCRD 7014683

  • DOUGLAS ORIFICE

    Founder and PrincipalCRD 3190180

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WATERTOWN, MA

MIDDLESEX

Location

WATERTOWN, MA

Headquartered in WATERTOWN, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
205 Mount Auburn St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth