Arrowroot Family Office, LLC

Arrowroot Family Office, LLC (CRD# 168744) is a financial advisory firm headquartered in Santa Monica, CA. They manage $16,177,889 in 111 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $145,747
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CA, HI

Financial Advisors at Arrowroot Family Office, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Irene G. Apergis
CRD#: 3230747
Santa Monica, CA 90401

Irene Apergis (CRD# 3230747) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Santa Monica, CA and has over 20 years of experience in the finance industry.

2
Benjamin Porras
CRD#: 4629620
Santa Monica, CA 90401

Benjamin Porras (CRD# 4629620) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Santa Monica, CA and has over 16 years of experience in the finance industry.

3
Robert F. Santos
CRD#: 4801410
Santa Monica, CA 90401

Robert Santos (CRD# 4801410) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Santa Monica, CA and has over 6 years of experience in the finance industry.

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