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Patrick Terence Bassett

ARROW INVESTMENT ADVISORS, LLC·OLNEY, Maryland
Clean recordARROW INVESTMENT ADVISORS, LLC
2943 OLNEY-SANDY SPRING RD., OLNEY, MD 20832CRD# 2337415Firm CRD# 139652

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Terence Bassett · OLNEY, MD
Registration
CRD #2337415 · ARROW INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Terence Bassett is a registered financial advisor based in OLNEY, Maryland, affiliated with ARROW INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
ARROW INVESTMENT ADVISORS, LLC
ARROW INVESTMENT ADVISORS, LLC
AUM
$324M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at ARROW INVESTMENT ADVISORS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2337415
Firm CRD# 139652
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Terence Bassett offer?
Patrick Terence Bassett specializes in Investment Management, Fee-Only Advisory. Contact their office in OLNEY, Maryland for a consultation.
What are Patrick Terence Bassett's credentials?
Patrick Terence Bassett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Terence Bassett located?
Patrick Terence Bassett is based in OLNEY, Maryland, working with ARROW INVESTMENT ADVISORS, LLC. Their office serves clients in the OLNEY metropolitan area and surrounding communities.
How does Patrick Terence Bassett charge for services?
Patrick Terence Bassett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARROW INVESTMENT ADVISORS, LLC?
ARROW INVESTMENT ADVISORS, LLC has approximately 12 employees and manages $324M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ARROW INVESTMENT ADVISORS, LLC

John Ralph Serrapere
LAUREL, MD
Christopher Hardy Lewis
LAUREL, MD
Jacob Louis Griffith
LAUREL, MD
Joseph John Barrato
LAUREL, MD
Kristin E Stelljes
LAUREL, MD
Scott Barth Widder
LAUREL, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
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City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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