Arta Finance

Arta Finance (CRD# 318714) is a financial advisory firm headquartered in Mountain View, CA. They manage $134,905,755 in 2,636 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details

153 Castro Street, Suite 200, Mountain View, CA 94041

https://instagram.com/arta_finance

By the Numbers

Total Assets Under Management

135

MILLION
Total Number of Accounts

2,636

ACCOUNTS
Average Account Value

$51,178

Compensation Options

A percentage of assets under your management
Performance-based fees

Advisory Services Offered

Financial planning services
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.

CA, CO, FL, IL, LA, MA, NE, NH, NJ, NY, OR, TN, TX, VA, WA, WI

Financial Advisors at Arta Finance

Showing 1 - 2 of 2 top financial advisors.

Geoffrey P. Tully

CRD#: 5730367

Miami Shores, FL

Geoffrey Tully (CRD# 5730367) is an Investment Advisor Representative working at Arta Finance in Miami Shores, FL and has over 6 years of experience in the finance industry.

Matthew S. Linker

CRD#: 6918720

Seattle, WA

Matthew Linker (CRD# 6918720) is an Investment Advisor Representative working at Arta Finance in Seattle, WA and has over 4 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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