Arcwood Financial, LLC

Arcwood Financial, LLC (CRD# 189512) is a financial advisory firm headquartered in Phoenix, AZ. They manage $29,496,330 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $641,225
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Arcwood Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Elliott W. Smith
CRD#: 1392412
3033 N. Central Ave Suite 810, Phoenix, AZ 85012
96
Wealthminder
score

Elliott Smith (CRD# 1392412) is an Investment Advisor Representative working at Arcwood Financial, LLC in Phoenix, AZ and has over 25 years of experience in the finance industry.

2
George L. Grombacher
CRD#: 4434410
3033 N. Central Ave Suite 810, Phoenix, AZ 85012
83
Wealthminder
score

George Grombacher (CRD# 4434410) is an Investment Advisor Representative working at Arcwood Financial, LLC in Phoenix, AZ and has over 16 years of experience in the finance industry.

3
Peter L. Rowe
CRD#: 2612911
3033 N. Central Ave Suite 810, Phoenix, AZ 85012
83
Wealthminder
score

Peter Rowe (CRD# 2612911) is an Investment Advisor Representative working at Arcwood Financial, LLC in Phoenix, AZ and has over 22 years of experience in the finance industry.

4
Brandon T. Oliver
CRD#: 4915901
3033 N. Central Ave Suite 810, Phoenix, AZ 85012
76
Wealthminder
score

Brandon Oliver (CRD# 4915901) is an Investment Advisor Representative working at Arcwood Financial, LLC in Phoenix, AZ and has over 12 years of experience in the finance industry. Brandon Oliver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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