A
$6.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
18 yrs Firm Age
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- 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
0.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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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
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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 |
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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% |