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ARROWROOT FAMILY OFFICE, LLC
ARROWROOT FAMILY OFFICE, LLC
MARINA DEL REY, California
·
3 registered advisors
·
CRD# 168744
SEC# 801-121878
4
310.341.4774
01
Firm Overview
AUM
$309M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at ARROWROOT FAMILY OFFICE, LLC
3 registered advisors
Irene Gerasimos Apergis
MARINA DEL REY, California
CRD# 3230747
Mark Ryan Mccarron
MARINA DEL REY, California
CRD# 5402240
Roberto Francisco Santos
MARINA DEL REY, California
CRD# 4801410
05
Office Locations
MARINA DEL REY, California
3 advisors
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Data sourced from SEC Form ADV filings. ARROWROOT FAMILY OFFICE, LLC (CRD# 168744) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.