CRD: 315366
Arkagos Advisors & Asset Management, Inc.
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Ember catalystMomentum
- Established Date
- 09-27-2021
- Office Locations
- 2
Office Locations
About Arkagos Advisors & Asset Management, Inc.
Arkagos Advisors & Asset Management is a holistic financial planning and investment management firm that builds bespoke, risk-managed strategies and integrates tax analysis, estate planning, and insurance gap reviews. The firm emphasizes alternative investments and private markets as part of segmented portfolios, serving retail investors including entrepreneurs and accredited investors, with custody support including Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAULA CAROLE PASS
Advisor, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6191442
- Ownership
- 75% or more
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Jessica Maria Metso
Director
- CRD
- #7330532
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,939,664 | -- |
| Non-Discretionary | $20,566,708 | -- |
| Total | $64,506,372 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,506,372
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,520,674,373 | 25.2% |
| Public Funds | $597,407,789 | 9.9% |
| Cash | $1,671,534,926 | 27.7% |
| U.S. Government/Agency | $1,418,089,197 | 23.5% |
| Corporate - Investment Grade | $826,715,829 | 13.7% |
| Total | $6,034,422,114 | 100.0% |