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Arlington Financial Advisors, LLC

● SEC registered since 2016CRD 283288SEC# 801-107857Santa Barbara, CA
Export (members)
Reg. AUM
$1.04B
Employees
15
Accounts
1,707
Location
Santa Barbara, CA

Arlington Financial Advisors, LLC assets under management

Arlington Financial Advisors, LLC is an SEC-registered investment adviser based in Santa Barbara, CA. The firm has been registered since 2016. It reports $1 billion in regulatory assets under management and employs 15 people.

Arlington Financial Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Arthur Gentry Swalley ControlManaging Member10-25%2016
Cody Allan MakelaManaging Member5-10%2021
Dianne Gayoski Duva ControlManaging Member10-25%2016
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Frequently asked questions

How much does Arlington Financial Advisors, LLC manage?

Arlington Financial Advisors, LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Arlington Financial Advisors, LLC have?

Arlington Financial Advisors, LLC reports 15 employees.

Where is Arlington Financial Advisors, LLC located?

Arlington Financial Advisors, LLC is based in Santa Barbara, CA and has been SEC-registered since 2016.

Does Arlington Financial Advisors, LLC disclose fund performance?

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

Contact & registration

Address100 E. de la Guerra St, Santa Barbara, CA 93101
Phone(805) 699-7300
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
CIK17165
Discloses disciplinary historyNo

Assets under management

Discretionary$1.04B
Non-discretionary$0
Total (RAUM)$1.04B