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Home > Retirement Planners > texas > houston > ARKOS GLOBAL ADVISORS, LLC
ARKOS GLOBAL ADVISORS, LLC
4400 Post Oak Pkwy
Ste. 1950
Houston, Texas 77027
Tel: (346) 352-2360
About ARKOS GLOBAL ADVISORS, LLC
ARKOS GLOBAL ADVISORS, LLC, formally registered with the SEC as ARKOS GLOBAL ADVISORS, LLC. The firm was established in 04/14/2017. They have over 2 offices throughout the country.
ARKOS GLOBAL ADVISORS, LLC is a Houston, Texas based Financial Planning firm with nearly $939,425,000 assets under management, offering retirement planning & investment advisory services to 1103 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 287466 |
| SEC# | 801-110406 |
| Assets Managed by Firm | $939,425,000 |
| No. of Clients | 1103 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1103 | $939,425,000 |
| Individuals (other than high net worth individuals) | 240 | $86,708,000 |
| High net worth individuals | 122 | $659,630,000 |
| Charitable organizations | 6 | $183,487,000 |
| Corporations or other businesses | 3 | $9,600,000 |
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