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Home > Retirement Planners > rhode island > warwick > ARLEN CAPITAL, LLC
ARLEN CAPITAL, LLC
117 Metro Center Boulevard
Suite 2006
Warwick, Rhode Island 02886
Tel: 401-854-3500
About ARLEN CAPITAL, LLC
ARLEN CAPITAL, LLC, formally registered with the SEC as ARLEN CAPITAL, LLC. The firm was established in 04/14/2004. They have over 1 offices throughout the country.
ARLEN CAPITAL, LLC is a Warwick, Rhode Island based Financial Planning firm with nearly $331,251,085 assets under management, offering retirement planning & investment advisory services to 691 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118113 |
| SEC# | 801-63038 |
| Assets Managed by Firm | $331,251,085 |
| No. of Clients | 691 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 691 | $331,251,085 |
| Individuals (other than high net worth individuals) | 139 | $59,002,660 |
| High net worth individuals | 78 | $267,920,266 |
| Charitable organizations | Fewer than 5 clients | $802,946 |
| Corporations or other businesses | Fewer than 5 clients | $3,525,213 |
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|---|---|---|---|
| $219,221,467,379 | 605 | 168 | |
| $24,631,658,238 | 40 | 143 | |
| $9,188,004,183 | 53044 | 418 | |
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| $1,879,594,055 | 1833 | 21 |
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