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ARC ADVISORY LLC
ARC ADVISORY LLC
SAN FRANCISCO, California
·
3 registered advisors
·
CRD# 330258
SEC# 801-129936
1
(510) 213-8085
01
Firm Overview
AUM
$108M
Regulatory assets under management
Employees
40
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at ARC ADVISORY LLC
3 registered advisors
Donald Muir
SAN FRANCISCO, California
CRD# 7890962
Jeffrey Mitchell Press
SAN FRANCISCO, California
CRD# 2269745
Rajiv Batra
SAN FRANCISCO, California
CRD# 7890960
05
Office Locations
SAN FRANCISCO, California
3 advisors
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Data sourced from SEC Form ADV filings. ARC ADVISORY LLC (CRD# 330258) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.