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Arlington Financial Advisors LLC
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CRD # | 283288 |
SEC # | 801-107857 |
CIK # | 0001716539, 0000017165 |
AUM | $944.5 MM (2024-03-18) |
Employees | 102 (8% Investors, 0% Brokers) |
Phone | 805-699-7300 |
Address | 100 E de La Guerra St Santa Barbara, CA 93101 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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
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|
PA | 0.9 |
MBL Wealth LLC
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|
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 |