Rory Henry (CRD# 7275152) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Marina Del Rey, CA and has over 3 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tax Upstart Corp | El Segundo, CA | Oct 2019 - Current | 4 |
| Tax Tech Portal LLC | Venice, CA | Feb 2017 - Current | 7 |
| National Tax Experts | Glendale, CA | Jan 2016 - May 2017 | 1 |
| Unemployed | Los Angeles, CA | Nov 2015 - Dec 2015 | < 1 |
| Signature Tax LLC | Sherman Oaks, CA | May 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2020 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- CA
-
Total Assets Under Management309MILLIONS
-
Total Number of Accounts1,347ACCOUNTS
-
Average Account Value$229,232
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, HI, MI, NY, TX, VA, WA
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