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Home > Retirement Planners > california > santa barbara > ARLINGTON FINANCIAL ADVISORS, LLC
ARLINGTON FINANCIAL ADVISORS, LLC
100 E. De La Guerra St
Santa Barbara, California 93101
Tel: (805) 699-7300
About ARLINGTON FINANCIAL ADVISORS, LLC
ARLINGTON FINANCIAL ADVISORS, LLC, formally registered with the SEC as ARLINGTON FINANCIAL ADVISORS, LLC. The firm was established in 05/18/2016. They have over 1 offices throughout the country.
ARLINGTON FINANCIAL ADVISORS, LLC is a Santa Barbara, California based Financial Planning firm with nearly $944,500,000 assets under management, offering retirement planning & investment advisory services to 1810 clients. The firm is staffed with 102 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283288 |
| SEC# | 801-107857 |
| Assets Managed by Firm | $944,500,000 |
| No. of Clients | 1810 |
| No. of Advisors | 102 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1810 | $944,500,000 |
| Individuals (other than high net worth individuals) | 91 | $17,000,000 |
| High net worth individuals | 399 | $837,500,000 |
| Pension and profit sharing plans | 54 | $90,000,000 |
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