JOSH ARNOLD INVESTMENT CONSULTANT, LLC

6800 France Avenue South,
#325
Edina, Minnesota 55435
Tel: 952-925-5608

About JOSH ARNOLD INVESTMENT CONSULTANT, LLC

JOSH ARNOLD INVESTMENT CONSULTANT, LLC, formally registered with the SEC as JOSH ARNOLD INVESTMENT CONSULTANT, LLC. The firm was established in 03/29/2021. They have over 1 offices throughout the country.

JOSH ARNOLD INVESTMENT CONSULTANT, LLC is a Edina, Minnesota based Financial Planning firm with nearly $150,057,000 assets under management, offering retirement planning & investment advisory services to 360 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	163088
SEC#	801-120651
Assets Managed by Firm	$150,057,000
No. of Clients	360
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	360	$150,057,000
Individuals (other than high net worth individuals)	210	$75,637,000
High net worth individuals	48	$74,420,000

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Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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