A
$185.0K Total AUM
$185.0K Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
6 yrs Firm Age
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- Custodian
- Axos · E*TRADE · Etrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-09-2020
- Office Locations
- 1
Office Locations
-- SAN Jose CA
About Arena Advisors LLC
Arena Advisors LLC is a SAN Jose-based RIA. The firm has been operating for 6 years. Managing $185.0K in total assets under management, with 1 advisory representatives. They custody assets with Axos and E*TRADE.
Team overview
-- AVG AGE
$185.0K AVG AUM / ADVISOR
$185.0K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TAYLOR AMES
Chief Compliance Officer, Manager, Managing Member
- CRD
- #5137687
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $185,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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