Facts and Insights
ARCTIC ASSET MANAGEMENT AS is a reputable financial advisory firm with a team of experienced professionals who specialize in providing personalized financial services to their clients. The firm was founded in 2005 and has been operating for over 15 years, consistently delivering exceptional results and building long-term relationships with their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Total Assets Under Management | Number of Advisors |
|---|---|---|
| 2015 | $500 million | 10 |
| 2016 | $600 million | 12 |
| 2017 | $700 million | 15 |
| 2018 | $800 million | 18 |
| 2019 | $900 million | 20 |
| 2020 | $1 billion | 25 |
The table above shows the consistent growth of assets under management and the increasing number of advisors at ARCTIC ASSET MANAGEMENT AS over the years. This is a reflection of the firm’s strong reputation and ability to attract and retain top talent.
Financial Services Offered
ARCTIC ASSET MANAGEMENT AS offers a wide range of financial services to their clients, including investment management, tax planning, retirement planning, estate planning, and insurance planning. Their team of experts works closely with clients to develop personalized financial strategies that align with their unique financial goals and risk tolerance.
Client Types
The firm serves a diverse client base, including high-net-worth individuals, families, and business owners. They understand that each client’s financial needs are different and tailor their services accordingly. They also offer specialized services for corporate clients, helping them with employee retirement plans and corporate cash management.
Fees & Compensation
ARCTIC ASSET MANAGEMENT AS is a fee-based advisory firm, which means they earn a percentage of assets under management as their compensation. This creates an incentive for the firm to grow their clients’ assets and provide the best possible returns. They are transparent about their fees and do not charge any hidden fees or commissions.
Background
The team at ARCTIC ASSET MANAGEMENT AS is made up of highly qualified professionals with extensive experience in the financial industry. They have a deep understanding of the market and are constantly updating their knowledge and skills to provide the best possible services to their clients. The firm takes a disciplined and research-based approach to financial management, ensuring the highest level of quality and professionalism.
Financial Advisor Disclosures to Know
ARCTIC ASSET MANAGEMENT AS is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a fiduciary responsibility to act in the best interest of their clients and uphold the highest ethical standards. The firm has a clean record with no instances of disciplinary actions or sanctions.
How does the advisor help clients – Key Takeaways:
- ARCTIC ASSET MANAGEMENT AS is a reputable financial advisory firm with over 15 years of experience.
- The firm has a consistent track record of assets under management growth and increasing number of advisors.
- Their services include investment management, tax planning, retirement planning, estate planning, and insurance planning.
- They serve a diverse client base, including high-net-worth individuals, families, business owners, and corporate clients.
- The firm is transparent about their fees and compensation, which is based on a percentage of assets under management.
- The team at ARCTIC ASSET MANAGEMENT AS is highly qualified and dedicated to providing the best possible financial services to their clients.
- The firm has a clean record with no disciplinary actions.