$24.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
7 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Alpha optima
- Established Date
- 07-13-2018
- Office Locations
- 1
Office Locations
-- Arlington MA
About Arlington Investment Advisors
Arlington Investment Advisors is a fee-only, fiduciary RIA in Arlington, MA providing financial planning and ongoing investment management for individuals, families, and small businesses. Portfolios emphasize low-cost index ETF strategies, with the ability to build ESG-focused allocations, and include fixed-income exposures as appropriate. Custody is through Charles Schwab. CIO Michael Stern also teaches stock market courses and authored The Shark Investor.
Team overview
-- AVG AGE
$24.0M AVG AUM / ADVISOR
$585.0K AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Unison Summit Matrix Timber unison Foundation Radial signal
Custodian
Legacy Zenith insight Crest Insight Oak Crest insight Alpha
Fund Managers
Momentum frontier
Investment Themes
Summit Foundation radial
Investment Vehicles
Momentum Timber North horizon
Services
Alpha Foundation Matrix Oak value Matrix foundation Vertex Element summit Matrix quantum
Technology
Frontier prime
Owner & Executives
MICHAEL WARREN STERN
President
- CRD
- #2192058
- Ownership
- 75% or more
(628) 443-5627
momentum.meridian@signalcapital.com
in linkedin.com/in/value-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $23,986,000 | -- |
| Total | $23,986,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,986,000
Equity - Exchange:
18.8% Corporate - Investment Grade:
17.5% Corporate - Non-Investment Grade:
17.7% Municipal Bonds:
12.7% Cash:
33.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $663,607,939 | 18.8% |
| Corporate - Investment Grade | $617,720,156 | 17.5% |
| Corporate - Non-Investment Grade | $624,779,815 | 17.7% |
| Municipal Bonds | $448,288,342 | 12.7% |
| Cash | $1,175,433,213 | 33.3% |
| Total | $3,529,829,465 | 100.0% |