CRD: 269890
Arnold Insurance & Financial Services, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- CapitalFrontier timber
- Established Date
- 01-01-2007
- Office Locations
- 1
Office Locations
About Arnold Insurance & Financial Services, LLC
Arnold Financial Services, LLC is a Gaithersburg, MD wealth services practice providing fiduciary asset management, fee-based financial planning (including project work for business and personal households), and insurance strategy for life, disability, and long-term care needs. The firm uses an independent platform with access to a range of investment managers and donates 5% of business income.
Team overview
Insights
Custodian
Platform
Services
Technology
Owner & Executives
JAMES MICHAEL ARNOLD
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #1755052
- Ownership
- 50% but less than 75%
TERRI LYNN ARNOLD
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,231,814 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,231,814 | -- |
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Separately Managed Accounts
Total SMA Asset: $53,231,814
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,987,154,398 | 100.0% |
| Total | $2,987,154,398 | 100.0% |