ARLINGTON WEALTH MANAGEMENT

21 S. Evergreen Avenue
Suite 100
Arlington Heights, Illinois 60005-7800
Tel: 847-670-4030

About ARLINGTON WEALTH MANAGEMENT

ARLINGTON WEALTH MANAGEMENT, formally registered with the SEC as ARLINGTON WEALTH MANAGEMENT. The firm was established in 03/11/2014. They have over 1 offices throughout the country.

ARLINGTON WEALTH MANAGEMENT is a Arlington Heights, Illinois based Financial Planning firm with nearly $154,749,803 assets under management, offering retirement planning & investment advisory services to 745 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114801
SEC#	801-79318
Assets Managed by Firm	$154,749,803
No. of Clients	745
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops
Other (WEALTH MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	745	$154,749,803
Individuals (other than high net worth individuals)	164	$49,260,396
High net worth individuals	61	$98,211,127
Charitable organizations	Fewer than 5 clients	$7,278,280

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