Josh Arnold Investment Consultant, LLC
Firm details
- Headquarters
- Edina, Minnesota
- CRD number
- 163088
- Registered since
- March 29, 2021
- Website
- investarnold.com
- Custodians
- TRADINGBLOCK
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI64.37%
- Individuals35.63%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Josh Arnold Investment Consultant, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning and portfolio management primarily to individual and family clients, and it also serves small-business accounts. Its advisory fees combine a percentage-of-AUM schedule with the option for hourly charges. The adviser does not identify as an active ESG investor, is not structured as a capital allocator, and does not report pension consulting or related-adviser activities.
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 Equities86%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents7%
Contacts
2 of 2
Joshua Arnold
FounderCRD 828189
Judd Arnold
Investment Advisor RepresentativeCRD 4488576
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$906K in ETFs
100%
$906K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $906K | 9,000 | 100.00% |
Location
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
Similar firms
Star Capital Inc.
RIAEdina, MN
Abens Financial Services Inc
RIAEdina, MN
Vera Lake Capital, LLC
RIAEdina, MN
Trailhead Planners, LLC
RIAEdina, MN
Hyland Lake Partners
RIAEdina, MN
Contego Capital Group, Inc.
RIAEdina, MN