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Building 2ARLEN CAPITAL, LLC

Map pinWARWICK, RI
Phone401-854-3500
NotebookSEC #801-63038
Total AUM
$348.8M
Employees
6
Clients
224

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
117 METRO CENTER BOULEVARD
SUITE 2006
WARWICK
RI 02886
United States
Operating Hours
8:30 A.M. - 5:00 P.M. (ET)
Monday - Friday
Phone
401-854-3500

ReceiptFinancials

Total AUM
$348.8M
Accounts
690
Discretionary
$346.4M
Accounts
687
Non-Discretionary
$2.4M
Accounts
3

ContactClients

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Individual Clients
139
AUM
$57.1M
HNW Individual Clients
83
AUM
$287.4M
Charitable Organization Clients
1
AUM
$844.2K
Corporation or Business Clients
1
AUM
$3.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLLAMANCNHNYRISCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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