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Building 2ARROW WEALTH ADVISORY LLC

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Phone212-997-9697
NotebookSEC #801-113354
Total AUM
$217.8M
Employees
1
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
212-997-9697

ReceiptFinancials

Total AUM
$217.8M
Accounts
79
Discretionary
$217.5M
Accounts
78
Non-Discretionary
$354.9K
Accounts
1

ContactClients

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Individual Clients
11
AUM
$1.1M
HNW Individual Clients
10
AUM
$97.6M
Charitable Organization Clients
2
AUM
$24.2M
Other Clients
8
AUM
$94.9M
Description of Other Clients
SINGLE MEMBER LLC'S OWNED BY TRUSTS

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
DENHNYVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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