Arrowhead Investment Advisors, LLC

Arrowhead Investment Advisors, LLC (CRD# 167964) is a financial advisory firm headquartered in , . They manage $38,269,809 in 68 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $562,791
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
The map below shows states where this firm has explicit registration only.

CA, SC

Financial Advisors at Arrowhead Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ashley Roth, financial advisor Seneca SC
Ashley A. Roth
CRD#: 6003968
Seneca, SC

Ashley Roth (CRD# 6003968) is an Investment Advisor Representative working at Arrowhead Investment Advisors, LLC in Seneca, SC and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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