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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