Overview
Assets Under Management: $142 million
Headquarters: EDINA, MN
High-Net-Worth Clients: 52
Average Client Assets: $1.8 million
Frequently Asked Questions
JOSH ARNOLD INVESTMENT CONSULTANT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #163088), JOSH ARNOLD INVESTMENT CONSULTANT, LLC is subject to fiduciary duty under federal law.
JOSH ARNOLD INVESTMENT CONSULTANT, LLC is headquartered in EDINA, MN.
JOSH ARNOLD INVESTMENT CONSULTANT, LLC serves 52 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, JOSH ARNOLD INVESTMENT CONSULTANT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
JOSH ARNOLD INVESTMENT CONSULTANT, LLC manages $142 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, JOSH ARNOLD INVESTMENT CONSULTANT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.37%
Average Client Assets: $1.8 million
Total Client Accounts: 401
Discretionary Accounts: 401
Regulatory Filings
CRD Number: 163088
Filing ID: 2053537
Last Filing Date: 2026-03-03 09:49:50