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ARJUNA CAPITAL, LLC

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

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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 StatusApproved
Firm CRD#283713
SEC#801-107908
Assets Managed by Firm$458,055,999
No. of Clients621
No. of Advisors10

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 ClientsAUM
Firm Total621$458,055,999
Individuals (other than high net worth individuals)53$39,749,781
High net worth individuals97$396,007,061
Pension and profit sharing plansFewer than 5 clients$3,782,634
Charitable organizations9$12,724,948
Corporations or other businesses5$5,791,575

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