JOSH ARNOLD INVESTMENT CONSULTANT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$142M
Discretionary
$142M
100% of AUM
Avg account
$354K
Accounts
401
Employees
2
Advisory reps
2

Firm details

Headquarters
EDINA, Minnesota
CRD number
163088
Registered since
March 29, 2021
Custodians
TRADINGBLOCK
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI64.37%
  • Individuals35.63%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Josh Arnold Investment Consultant, LLC is an independent, SEC‑registered registered investment adviser operating as a limited liability company. Registered in 2021 and owned by an individual, the firm focuses on financial planning and portfolio management for individuals, families and small businesses. Its fee model blends assets‑under‑management charges with hourly billing. The adviser does not present itself as a capital allocator, is not positioned as an ESG investor, and is not registered as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 7%86%
  • Exchange Traded Equities86%
  • Public Funds/Mutual Funds7%
  • Cash & Cash Equivalents7%

Contacts

2 of 2
  • JOSHUA ARNOLD

    FounderCRD 828189

  • JUDD ARNOLD

    Investment Advisor RepresentativeCRD 4488576

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

EDINA, MN

HENNEPIN

Location

EDINA, MN

Headquartered in EDINA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
6800 France Ave S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth