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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-04-2022
- Office Locations
- 1
Office Locations
About Arrow Alliance
Arrow Alliance is a Franklin, TN-based RIA led by CFP Grayson Garvin that acts as a “private CFO” for affluent families and entrepreneurs, coordinating comprehensive planning (tax, estate, business succession, insurance) alongside ongoing portfolio management. Investment implementation emphasizes public markets via ETFs and mutual funds with a fixed-income sleeve, and the firm custodies primarily at Charles Schwab.
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Owner & Executives
GRAYSON ONEIL GARVIN
Chief Compliance Officer, FOUNDER, PRINCIPAL
- CRD
- #5990637
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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THEODORE WILLIAM NIELSEN
--
- CRD
- #6779271
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,572,430 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,572,430 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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