ARROWROOT FAMILY OFFICE, LLC
Marina Del Rey, California
4.8
19 Reviews
Arrowroot Family Office, LLC is a reputable investment advisory firm based in Marina Del Rey, CA. With a team of 17 skilled professionals, they specialize in delivering personalized financial solutions to meet the diverse needs of their clients. Among their employees, 9 individuals are dedicated to providing top-notch investment advisory services. This focused approach allows them to ensure a high standard of service and expertise.
One distinguishing aspect of Arrowroot Family Office, LLC is their impressive average assets under management per investment advisor, which stands at approximately $143,110,000. This figure surpasses t...
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Assets Under Mgmt
$251.83M
Investment Professionals
9
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
Disclosures
Found to have been involved in a violation of self-regulatory organizations rules
Disciplined by self-regulatory organization or commodities exchange
Now the subject of a civil proceeding involving previous disclosures
Articles
Articles
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