Arrowmark Asset Management, LLC
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Overview
Arrowmark Asset Management, LLC is a financial advisory firm based in Denver, Colorado. Arrowmark Asset Management, LLC handles $205.2 million in assets under management over one customer account, making it a mid-tier investment advisory firm in the country by assets under management (AUM). The company has a small group, including 2 financial advisors. Arrowmark Asset Management, LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like options, bonds and equities.
Arrowmark Asset Management, LLC manages all of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell judgments for the client's account are made by an investment advisor without requiring the client's approval. The firm supervises about $205.2 million for every account. The average financial advisor at Arrowmark Asset Management, LLC administers fewer than one client account, placing it among the most individualized advisor firms in the country.
The company's central office is at 100 Fillmore Street, Suite 325, Denver, Colorado 80206. The firm is legally allowed to provide services to customers in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Arrowmark Asset Management, LLC by the Numbers
$205.2 million
5
1
$205.2 million
Fee Structure
A financial advisor's fees usually are based on which services the firm provides the client. However, fees billed by Arrowmark Asset Management, LLC typically consist of the following fee type: asset-based. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to investment companies. Arrowmark Asset Management, LLC's biggest client group is investment companies. None of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Arrowmark Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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