Financial ADVSR advisor directory · SEC adviser records
Arrowroot Family Office, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Arrowroot Family Office, LLC office in California, by city and A to Z.
The short answer
4 registered advisors work at Arrowroot Family Office, LLC in California, out of 12 nationwide; it's the firm's number 1 state by advisors, and the most are in Marina Del Rey (5). 1 list the CFP designation and 0 are also registered broker representatives.
Arrowroot Family Office, LLC advisors by city in California
Every firm in California →Arrowroot Family Office, LLC advisors in California, A to Z
Search by name →- Matthew J. MarshallMarina Del Rey
- Crystal A. McMahonMarina Del Rey · Certified Financial Planner
- Roberto F. SantosMarina Del Rey
- Michael R. VillaricaMarina Del Rey
Arrowroot Family Office, LLC advisors in every state →Arrowroot Family Office, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Arrowroot Family Office, LLC financial advisors are in California?
4 investment adviser representatives are registered at Arrowroot Family Office, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 12 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Arrowroot Family Office, LLC have the most advisors?
Marina Del Rey, with 5, then Los Angeles (1). Arrowroot Family Office, LLC has advisors in 2 cities in California.
How do I check a Arrowroot Family Office, LLC advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Arrowroot Family Office, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.