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ARROWHEAD INVESTMENT MANAGEMENT LLC

777 West Putnam Avenue
Suite 300
Greenwich, Connecticut 06830
Tel: 203-485-0700

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About ARROWHEAD INVESTMENT MANAGEMENT LLC

ARROWHEAD INVESTMENT MANAGEMENT LLC, formally registered with the SEC as ARROWHEAD INVESTMENT MANAGEMENT LLC. The firm was established in 05/01/2017. They have over 2 offices throughout the country.

ARROWHEAD INVESTMENT MANAGEMENT LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $281,489,021 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#285032
SEC#801-110360
Assets Managed by Firm$281,489,021
No. of Clients4
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (MONITORING FEES)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total4$281,489,021

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