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Building 2ARROWROOT FAMILY OFFICE, LLC

Map pinMARINA DEL REY, CA
Phone833-224-2249
NotebookSEC #801-121878
Total AUM
$430.7M
Employees
18
Clients
1,416

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4553 GLENCOE AVENUE
SUITE 200
MARINA DEL REY
CA 90292
United States
Operating Hours
8 AM - 6 PM
Monday - Friday
Phone
833-224-2249
Other Offices
8

ReceiptFinancials

Total AUM
$430.7M
Accounts
1,416
Discretionary
$367.6M
Accounts
1,348
Non-Discretionary
$63.1M
Accounts
68

ContactClients

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Individual Clients
818
AUM
$79M
HNW Individual Clients
595
AUM
$326.4M
Pooled Vehicle Clients
2
AUM
$8M
Pension/Profit Sharing Plan Clients
1
AUM
$17.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACOHIMINYTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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