6800 France Avenue South,
#325
Edina, Minnesota 55435
Tel: 952-925-5608
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
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