$1.1M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
20 yrs Firm Age
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- Custodian
- E*TRADE
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-09-2006
- Office Locations
- 1
Office Locations
-- Suffern NY
About Arrow Investment Mgmt.
Arrow Investment Management is an Oklahoma-based fiduciary planning and wealth management firm serving families and retirees with goal-based plans. The team provides comprehensive financial planning (tax, estate, and retirement) plus investment management using low-fee, globally diversified ETF portfolios with strategic allocation, rebalancing, and tax-loss harvesting. Led by a CFP(R) Chief Investment Officer.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
20yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
D
DAVID ALEXANDER SCHACHTER
Broker
- CRD
- #2938421
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,129,371 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,129,371 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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