Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > mountain view > ARTA FINANCE
ARTA FINANCE
153 Castro Street
Suite 200
Mountain View, California 94041
Tel: 650-318-3898
About ARTA FINANCE
ARTA FINANCE, formally registered with the SEC as ARTA FINANCE. The firm was established in 04/08/2022. They have over 2 offices throughout the country.
ARTA FINANCE is a Mountain View, California based Financial Planning firm with nearly $59,112,925 assets under management, offering retirement planning & investment advisory services to 2015 clients. The firm is staffed with 98 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318714 |
| SEC# | 801-123662 |
| Assets Managed by Firm | $59,112,925 |
| No. of Clients | 2015 |
| No. of Advisors | 98 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2015 | $59,112,925 |
| High net worth individuals | 2015 | $59,112,925 |
More Retirement Planning firms in Mountain View, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Mountain View, California