Darrow Wealth Group
Firm details
- Headquarters
- ,
- CRD number
- 339323
- Custodians
- ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals79.07%
- Corporations / Businesses20.93%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Darrow Wealth Group is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships. Its advisory model blends percentage-of-AUM billing with fixed fees and includes financial planning, portfolio management for individuals and small businesses, pension consulting, and publication of periodicals or newsletters. Darrow is not positioned as a capital allocator or a multi-state adviser and does not identify as an active ESG investor.
Assets & Accounts
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
- Public Funds/Mutual Funds65%
- US Government Bonds15%
- Investment Grade Corp Bonds10%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Cody Darrow
Founder, CEO and CCOCRD 7502188
Contacts
1 of 1
Ryne Umemoto
Associate, Financial AdvisorCRD 8149891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations