CRD: 331441
Vidarrow Investment Advisors
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-25-2024
- Office Locations
- 1
Office Locations
About Vidarrow Investment Advisors
Vidarrow Investment Advisors is an Arlington Heights, IL RIA providing holistic wealth planning and investment management for individuals, families, businesses, non-profits and foundations. Services include retirement and income planning (including RMDs), tax and estate planning, education planning, and insurance planning. Client focus includes executives, medical professionals, and pre-retirees. Custodies with Charles Schwab and uses a Nitrogen (Riskalyze) risk score process.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Luke Sauter
Chief Compliance Officer, Chief Financial Officer, President
- CRD
- #7909506
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,610,307 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,610,307 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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