CRD: 159418
Arkell Asset Management, LLC
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- Custodian
- Charles Schwab & Company · Goldman Sachs · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-28-2011
- Office Locations
- 1
Office Locations
About Arkell Asset Management, LLC
Arkell Asset Management is a Bozeman, MT-based, fee-only fiduciary RIA (founded 2011) providing investment management, retirement planning, and comprehensive financial planning for individuals and families, with a specialty serving doctors and other medical professionals. The team includes a CFA charterholder and targets after-fee, after-tax, risk-adjusted returns, often implemented primarily with ETFs. Clients set their advisory fee, supporting cost transparency.
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Owner & Executives
TIMOTHY ROBERT RANDAK
President
- CRD
- #4614058
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,025,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,025,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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