Arrowroot Family Office, LLC
Arrowroot Family Office, LLC (CRD# 168744) is a financial advisory firm headquartered in Marina Del Rey, CA. They manage $308,775,317 in 1,347 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management309MILLION
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Total Number of Accounts1,347ACCOUNTS
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Average Account Value$229,232
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, HI, MI, NY, TX, VA, WA
Irene Apergis (CRD# 3230747) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Marina Del Rey, CA and has over 24 years of experience in the finance industry.
Daniel Casey (CRD# 6556127) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Rochester Hills, MI and has over 8 years of experience in the finance industry.
Mark McCarron (CRD# 5402240) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Charlottesville, VA and has over 15 years of experience in the finance industry.
Crystal McMahon (CRD# 1191470) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Marina Del Rey, CA and has over 20 years of experience in the finance industry.
Benjamin Porras (CRD# 4629620) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Marina Del Rey, CA and has over 20 years of experience in the finance industry.
Roberto Santos (CRD# 4801410) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Marina Del Rey, CA and has over 10 years of experience in the finance industry.
Diane Young (CRD# 2127990) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Rochester Hills, MI and has over 33 years of experience in the finance industry.
Rory Henry (CRD# 7275152) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Marina Del Rey, CA and has over 3 years of experience in the finance industry.
Kevin Shihao Yu (CRD# 6854236) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Marina Del Rey, CA and has over 3 years of experience in the finance industry.