Overview
Assets Under Management: $222 million
Headquarters: JENKINTOWN, PA
High-Net-Worth Clients: 37
Average Client Assets: $5 million
Frequently Asked Questions
THE ARANDA GROUP ADVISORS, 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 #302100), THE ARANDA GROUP ADVISORS, LLC is subject to fiduciary duty under federal law.
THE ARANDA GROUP ADVISORS, LLC is headquartered in JENKINTOWN, PA.
THE ARANDA GROUP ADVISORS, LLC serves 37 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, THE ARANDA GROUP ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
THE ARANDA GROUP ADVISORS, LLC manages $222 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, THE ARANDA GROUP ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.06
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 423
Discretionary Accounts: 328
Non-Discretionary Accounts: 95
Regulatory Filings
CRD Number: 302100
Last Filing Date: 2025-01-31 00:00:00
Website: https://arandagroup.com