Arcwood Financial, LLC
Arcwood Financial, LLC (CRD# 189512) is a financial advisory firm headquartered in Phoenix, AZ. They manage $18,736,501 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management19MILLION
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$1,338,322
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Arcwood Financial, LLC
1
Brandon Oliver (CRD# 4915901) is an Investment Advisor Representative working at Arcwood Financial, LLC in Phoenix, AZ and has over 19 years of experience in the finance industry.
2
Peter Rowe (CRD# 2612911) is an Investment Advisor Representative working at Arcwood Financial, LLC in Phoenix, AZ and has over 28 years of experience in the finance industry.
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