Overview
Assets Under Management: $331 million
Headquarters: WARWICK, RI
High-Net-Worth Clients: 78
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 691
Discretionary Accounts: 688
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 118113
Last Filing Date: 2025-02-25 00:00:00
Website: https://arlen-capital.com