Overview

Assets Under Management: $170 million
Headquarters: BLOOMINGTON, IL
High-Net-Worth Clients: 126
Average Client Assets: $891,826

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 126
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.99
Average High-Net-Worth Client Assets: $891,826
Total Client Accounts: 1,024
Discretionary Accounts: 1,011
Non-Discretionary Accounts: 13

Regulatory Filings

CRD Number: 167456
Last Filing Date: 2025-01-10 00:00:00
Website: https://arkadvisorsllc.com