Arc Investment Planning & Management Inc.
Arc Investment Planning & Management Inc. (CRD# 126355) is a financial advisory firm headquartered in Lenox, MA. They manage $170,616,670 in 732 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management171MILLION
Total Number of Accounts732ACCOUNTS
Average Account Value$233,083
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MA, NH, NJ, NY, TX