Arlington Financial Advisors LLC

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Assets, Funds, Holdings

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Arlington Financial Advisors LLC
CRD #283288
SEC #801-107857
CIK #0001716539, 0000017165
AUM $944.5 MM (2024-03-18)
Employees 102 (8% Investors, 0% Brokers)
Phone805-699-7300
Address100 E de La Guerra St
Santa Barbara, CA 93101
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
100080060040020002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 20.1
COST 207,576.9 8.4
AMGN 130,083.0 7.8
AMZN 1,092,997.8 7.6
ISRG 72,505.6 6.3
JPM 340,169.2 5.2
GOOGL 1,475,138.5 5.0
GOOG 1,482,566.4 5.0
CRM 170,602.7 3.9
 
 
Holdings by Sector ($MM)
50040030020010002017201920222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 91 17.0
(b) Individuals (high net worth individuals) 399 837.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 54 90.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,810 944.5
By Discretionary
Discretionary 1,810 944.5
Non-Discretionary 0 0.0
Total 1,810 944.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 944.5
Total 1,810 944.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001716539]
Comparable Firms State AUM ($BB)
Strategic Investment Advisors LLC
MI 0.9
Dinuzzo Private Wealth Inc
PA 0.9
MBL Wealth LLC
NC 0.9
The Mosaic Financial Group LLC
IL 0.9
Absher Wealth Management LLC
NC 0.9
Covenant Partners LLC
TN 0.9
Levy Wealth Management Group LLC
PA 0.9
Islandbridge Capital Limited
0.9
The de Burlo Group Inc
MA 0.9
Ironvine Capital Partners LLC
NE 0.9
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