353 West Main Street
Durham, North Carolina 27701
Tel: (919) 794-4794
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
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