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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-08-2020
- Office Locations
- 2
Office Locations
About ARK Alliance Financial LLC
Ark Alliance Financial is a Texas-based advisory firm focused on individuals and couples nearing retirement. The team helps clients clarify goals, organize their financial life, and implement tax-efficient planning aligned with family and charitable priorities. Portfolios are built around asset allocation and risk management using vehicles such as ETFs and mutual funds, with access to annuity solutions. The firm custodians with Fidelity/NFS and leverages Envestnet/Tamarac tools.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANIL CHACKO
Financial Advisor, General Partner, Managing Member
- CRD
- #4471643
- Ownership
- 50% but less than 75%
DARIN RAY WOMBLE
Chief Compliance Officer, Managing Member
- CRD
- #5133793
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,665,845 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,665,845 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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