A
$602.6M Total AUM
$602.6M Disc. AUM
6.5% 3Y CAGR
4 Employees
126 ADV. Clients
45 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-1981
- Office Locations
- 1
Office Locations
9229 Sunset Boulevard Suite 425 West Hollywood CA
About AR Asset Management, Inc.
AR Asset Management, Inc. is a West Hollywood-based RIA. The firm has been operating for 45 years. Managing $602.6M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$150.7M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
24 yrs AVG TENURE
4 Employees
4 Advisory Reps
3 RIA Reps
45yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ANITA MAY ROSENSTEIN
President
- CRD
- #4360095
- Ownership
- 50% but less than 75%
Available
Available
Available
A
ARNOLD STUART ROSENSTEIN
Chief Compliance Officer, Director of Communications, Secretary
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 3 owners & executives
Unlock allContacts
K
KYLE DAVID PABEN
--
- CRD
- #7164801
Available
Available
Available
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $602,638,535 | $4,782,846 |
| Non-Discretionary | $0 | -- |
| Total | $602,638,535 | $4,782,846 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing