ARJUNA CAPITAL, LLC

353 West Main Street
Durham, North Carolina 27701
Tel: (919) 794-4794

About ARJUNA CAPITAL, LLC

ARJUNA CAPITAL, LLC, formally registered with the SEC as ARJUNA CAPITAL, LLC. The firm was established in 06/02/2016. They have over 2 offices throughout the country.

ARJUNA CAPITAL, LLC is a Durham, North Carolina based Financial Planning firm with nearly $458,055,999 assets under management, offering retirement planning & investment advisory services to 621 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283713
SEC#	801-107908
Assets Managed by Firm	$458,055,999
No. of Clients	621
No. of Advisors	10

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	621	$458,055,999
Individuals (other than high net worth individuals)	53	$39,749,781
High net worth individuals	97	$396,007,061
Pension and profit sharing plans	Fewer than 5 clients	$3,782,634
Charitable organizations	9	$12,724,948
Corporations or other businesses	5	$5,791,575

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