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Arlen Capital, Llc
Warwick, Rhode Island
5.0
1 Review
Arlen Capital, LLC, a local investment advisory firm headquartered in Warwick, RI, caters to a diverse client base consisting of more than 140 individual clients. With over $284,910,000 in assets under management, Arlen Capital specializes in discretionary management, with 98% of their assets falling under this category. While 401K and individual accounts make up less than 30% of their assets, the firm possesses the capability to effectively manage employer funds.
The firm primarily focuses on serving high-net-worth individuals, demonstrating their expertise in handling substantial wealth portfolios. Arlen Capital's team of five ...see more
Assets Under Mgmt
$284.91M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Reviews for Arlen Capital, Llc
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