Arete Asset Management, LLC
Arete Asset Management, LLC (CRD# 146562) is a financial advisory firm headquartered in , . They manage $2,438,542 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Arete Asset Management, LLC
By the Numbers
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Total Assets Under Management2MILLION
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Total Number of Accounts6ACCOUNTS
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Average Account Value$406,424
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Arete Asset Management, LLC
1
David Robertson (CRD# 4537814) is an Investment Advisor Representative working at Arete Asset Management, LLC in Bethlehem, PA and has over 23 years of experience in the finance industry.
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