A
CRD: 144923
Arnold Investment Group
Phoenixville, PA
6106130787
$78.2M Total AUM
$78.2M Disc. AUM
-- 3Y CAGR
2 Employees
34 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-22-2007
- Office Locations
- 1
Office Locations
-- Phoenixville PA
About Arnold Investment Group
Arnold Investment Group is a Phoenixville-based RIA. The firm has been operating for 18 years. Managing $78.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
59 AVG AGE
$39.1M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
16.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Atlas eagle
Investment Themes
Crest
Investment Vehicles
Legacy
Services
Ridge crest Pioneer Momentum pathway
Owner & Executives
R
ROBERT LAWRENCE ARNOLD
President
- CRD
- #2259893
- Ownership
- 75% or more
(468) 214-2474
ember.capital@northcapital.com
in linkedin.com/in/radial-momentum
Showing 1 of 1 owners & executives
Unlock allContacts
G
GARY JOHN DOLBASHIAN
Chartered Financial Consultant, Vice President
- CRD
- #5870439
(881) 315-9515
insight.optima@unisoncapital.com
in linkedin.com/in/glacier-catalyst
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,190,378 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,190,378 | -- |
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Separately Managed Accounts
Total SMA Asset: $78,190,378
Equity - OTC:
25.6% Equity - Exchange:
24.9% Cash:
7.5% Municipal Bonds:
16.6% U.S. Government/Agency:
25.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,184,874,375 | 25.6% |
| Equity - Exchange | $1,152,475,467 | 24.9% |
| Cash | $347,131,165 | 7.5% |
| Municipal Bonds | $768,316,978 | 16.6% |
| U.S. Government/Agency | $1,175,617,544 | 25.4% |
| Total | $4,628,415,529 | 100.0% |