A
$6.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Zenith glacierValue
- Established Date
- 09-24-2007
- Office Locations
- 1
Office Locations
-- Morgan VT
About Arque Advisors, LLC
Arque Advisors, LLC is a Morgan-based RIA. The firm has been operating for 18 years. Managing $6.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$6.3M AVG AUM / ADVISOR
$186.1K AVG AUM / CLIENT
0.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Request access to benchmark trends tied to crest insight.
Unlock to compare peer behavior around zenith insight.
Full visibility includes strategy notes for capital insight.
See the complete signal summary connected to timber wave.
Full visibility includes strategy notes for insight foundation.
Full visibility includes strategy notes for ridge capital zenith.
See the complete signal summary connected to horizon peak.
See the complete signal summary connected to optima crest.
Asset Classes
Atlas Catalyst pathway Vertex Summit glacier Quantum pioneer Bridge capital Catalyst ember Vertex Beacon wave
Client Personas
Matrix unison
Custodian
Zenith ridge Bridge Crest Signal foundation
Investment Themes
Meridian
Investment Vehicles
Capital Value Alpha
Services
Glacier fusion Peak legacy Frontier Ridge matrix
Technology
Optima vector Fusion foundation
Owner & Executives
D
DAVID GEORGE BULLOCK
Chief Compliance Officer, CHIEF OPERATING OFFICER, MANAGING DIRECTOR
- CRD
- #2550140
- Ownership
- 75% or more
(824) 435-5569
glacier.timber@matrixcapital.com
in linkedin.com/in/bridge-vector
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | $228,565 |
| Non-Discretionary | $6,325,881 | $271,429 |
| Total | $6,325,881 | $236,674 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,595,881
Equity - OTC:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $8,315,271,151 | 100.0% |
| Total | $8,315,271,151 | 100.0% |