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- Custodian
- Fidelity/NFS ยท Nationwide
- Clients
- Retail
- Platforms
- Matrix catalyst
- Established Date
- 01-12-1995
- Office Locations
- 1
Office Locations
About Arrowhead Asset Management
Arrowhead Asset Management is a fee-only money manager in Wimberley, Texas, building risk-managed retirement plans and investment accounts for individuals, families, and small business owners, plus institutional plans for higher education professionals in central Texas. Portfolios emphasize ETFs and other securities selected with fundamental and quantitative analysis and an environmentally focused, fossil-fuel-avoidant lens. New clients are generally referral-only with a $250k tax-deferred IRA minimum.
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Owner & Executives
RALPH ARTHUR BOSCHERT
Owner
- CRD
- #1448733
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,309,538 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,309,538 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,309,538
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,587,177,273 | 30.7% |
| Cash | $1,313,169,470 | 25.4% |
| Other | $2,269,611,801 | 43.9% |
| Total | $5,169,958,544 | 100.0% |