Stephen
Rowe
Arlington Partners LLC
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About this Advisor
Stephen Rowe is a financial advisor based in Birmingham, Alabama with 6 years of relevant experience. Rowe works at Arlington Partners LLC. Rowe has gained experience at Arlington Family Offices and Lightfoot Franklin And White, LLC. Rowe maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Alabama. Arlington Partners LLC is an advisory business based in Birmingham, AL. The company has a total of 39 financial advisors. It administers $6 billion in assets under management between its 978 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 23 charities and foundations. Of its 978 accounts, 63% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Arlington Partners LLC performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules largely vary depending on which services the firm provides the client. Fees billed by Arlington Partners LLC most likely are comprised of any blend of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arlington Partners LLC Brokerage Details
$6,097,070,330
39
978
$6,234,223
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Stephen Rowe Work History
Stephen has been registered as a financial advisor for 6 years.*
Arlington Family Offices
Lightfoot Franklin And White, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Rowe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arlington Partners LLC
Franklin, TN
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
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