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THE J. ARNOLD WEALTH MANAGEMENT CO., LLC
YOUNGSTOWN, OH
330-965-9890
SEC #801-118114Total AUM
$255.3M
Employees
7Clients
1,133Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8040 MARKET STREET
YOUNGSTOWN
OH 44512
United States
YOUNGSTOWN
OH 44512
United States
Operating Hours
MON-FRI 9AM-5PM/ SAT 8AM TO 12PM BY APPOINTMENT
MON-FRI 9AM-5PM/ SAT 8AM TO 12PM BY APPOINTMENT
MON-FRI 9AM-5PM/ SAT 8AM TO 12PM BY APPOINTMENT
Phone
330-965-9890
Other Offices
1
Financials
Total AUM
$255.3M
Accounts
1,750Discretionary
$255.3M
Accounts
1,750Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,105AUM
$225.7M
HNW Individual Clients
14AUM
$26.1M
Pension/Profit Sharing Plan Clients
2AUM
$102.5K
Charitable Organization Clients
4AUM
$809.8K
Investment Advisor Clients
1AUM
$218.3K
Corporation or Business Clients
7AUM
$2.4M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Rule Violation
State Registrations
FLOHPASC
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.