J
CRD: 163088
Josh Arnold Investment Consultant, LLC
$142.1M Total AUM
$142.1M Disc. AUM
13.5% 3Y CAGR
2 Employees
256 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- AOS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-14-2016
- Office Locations
- 1
Office Locations
6800 France Avenue South, #325 Edina MN
About Josh Arnold Investment Consultant, LLC
Josh Arnold Investment Consultant, LLC is a Edina-based RIA. The firm has been operating for 10 years. Managing $142.1M in total assets under management, with 2 advisory representatives. They custody assets with AOS.
Team overview
73 AVG AGE
$71.1M AVG AUM / ADVISOR
$555.2K AVG AUM / CLIENT
8.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOSHUA DAVID ARNOLD
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #828189
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
J
JUDD MARCUS ARNOLD
Investment Advisor
- CRD
- #4488576
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,137,000 | $354,456 |
| Non-Discretionary | $0 | -- |
| Total | $142,137,000 | $354,456 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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