Benjamin Porras, financial advisor Marina Del Rey CA

Benjamin Porras

CRD Number: 4629620
Current Firm: Arrowroot Family Office, LLC

Benjamin Porras (CRD# 4629620) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Marina Del Rey, CA and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Arrowroot Family Office LLC Santa Monica, CA Feb 2019 - Current 5
Ep Wealth Advisors Torrance, CA Jan 2013 - Feb 2019 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for Benjamin Porras
Phone Number: 310.341.4774
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    252
    MILLIONS
  • Total Number of Accounts
    1,206
    ACCOUNTS
  • Average Account Value
    $208,816
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, HI, MI, NY, TX, VA, WA

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