About ARROW CAPITAL MANAGEMENT, LLC
Arrow Capital Management, LLC is a leading financial advisory firm that specializes in providing expert advice and services to individuals, families, and businesses. With a team of experienced professionals, the firm helps clients achieve their financial goals and grow their wealth through carefully crafted strategies and comprehensive financial planning.
How does the advisor help clients – Key Takeaways:
Arrow Capital Management, LLC helps clients in a variety of ways, including:
- Developing customized financial plans based on individual goals and risk tolerance
- Implementing investment strategies to help clients reach their financial goals
- Offering ongoing portfolio management and monitoring to ensure clients’ investments are performing as expected
- Providing comprehensive financial education and resources to empower clients to make informed decisions
- Regularly reviewing and adjusting financial plans and strategies to adapt to changing market conditions and client needs
Facts and Insights
To better understand the capabilities and expertise of Arrow Capital Management, LLC, take a look at some key facts and insights:
- Founded: 2005
- Headquartered: New York, NY
- Total Assets Under Management: $1.5 billion
- Number of Advisors: 10
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2019 | $1.5 | 10 |
| 2018 | $1.3 | 8 |
| 2017 | $1.1 | 7 |
| 2016 | $0.9 | 6 |
Financial Services Offered
Arrow Capital Management, LLC offers a range of financial services to meet the diverse needs of its clients, including:
- Investment management
- Financial planning
- Estate planning
- Retirement planning
- Tax planning and management
- Insurance planning and analysis
- Education planning
- Portfolio analysis and rebalancing
Client Types
Arrow Capital Management, LLC works with a variety of clients, including:
- Individuals
- Families
- Businesses
- Trusts
- Non-profit organizations
Fees & Compensation
Arrow Capital Management, LLC’s fees and compensation structure are transparent and competitive, and align with the clients’ best interests. The firm charges fees based on a percentage of assets under management, which is typically 1% or less. All fees are fully disclosed to clients and outlined in the firm’s client agreements.
Background
Arrow Capital Management, LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). This means that the firm is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times. The firm also adheres to a strict code of ethics and continually monitors its performance to ensure it meets the highest standards of professionalism and integrity.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to review their disclosures to fully understand their background and experience. Some of the key disclosures for Arrow Capital Management, LLC include:
- No criminal or regulatory disclosures
- No civil judicial disclosures</