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Arcwood Financial, LLC

CRD 189512SEC# 801-136917Phoenix, AZ
Export (members)
No longer SEC-registered. Arcwood Financial, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$186.6M
Employees
4
Accounts
33
Location
Phoenix, AZ

Arcwood Financial, LLC assets under management

Arcwood Financial, LLC is an SEC-registered investment adviser based in Phoenix, AZ. It reports $186.6 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Arcwood Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brandon Thomas Oliver ControlManaging Member And Chief Compliance Officer50-75%2014
Peter Laurence Rowe ControlMember50-75%2013

Frequently asked questions

How much does Arcwood Financial, LLC manage?

Arcwood Financial, LLC reports $186.6 million in regulatory assets under management on its Form ADV.

How many employees does Arcwood Financial, LLC have?

Arcwood Financial, LLC reports 4 employees.

Where is Arcwood Financial, LLC located?

Arcwood Financial, LLC is based in Phoenix, AZ.

Does Arcwood Financial, LLC disclose fund performance?

Arcwood Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7250 N. 16th St, Suite 104, Phoenix, AZ 85020
Office hoursBy Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary$186.6M
Non-discretionary$0
Total (RAUM)$186.6M