Felipe ArratiaCRD Number: 3165212
Current Firm: Capital Insight Partners, LLC
Felipe Arratia (CRD# 3165212) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Minneapolis, MN and has over 7 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Capital Insight Partners LLC||Minneapolis, MN||Oct 2014 - Current||2|
|Unemployed||New York, NY||Jan 2014 - Oct 2014||< 1|
|Morgan Stanley||New York, NY||Jun 2011 - Jan 2014||2|
|Citigroup||New York, NY||Apr 2010 - May 2011||1|
|Unemployed||Minneapolis, MN||Jan 2009 - Apr 2010||1|
|Black River Asset Management||Minnetonka, MN||Jul 2007 - Dec 2008||1|
|The Wharton School, University Of Pennsylvania||Philadelphia, PA||Aug 2005 - May 2007||1|
|Davidson Kempner Capital Management||London,||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
|S63||Uniform Securities State Law Examination||May 2010|
Total Assets Under Management322MILLIONS
Total Number of Accounts704ACCOUNTS
Average Account Value$458,087
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, HI, MN, NV, TX
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