Stephen
Rowe

Arlington Partners LLC

CRD#6745764
Investment Advisor
in Birmingham, AL

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About this Advisor

Stephen Rowe is a financial advisor based in Birmingham, Alabama, working with Arlington Partners LLC. Stephen has previously held positions at Arlington Partners, LLC and Lightfoot Franklin And White, LLC. Stephen has passed the Series 65 regulatory exam and is registered to provide services in Alabama. Currently, Stephen is part of Arlington Partners LLC, which operates out of Birmingham, Alabama. The firm has 1 office and 12 employees. The firm manages assets totaling $1.3 billion. The services offered by the firm include portfolio management for pooled investment vehicles and selection of other advisers. The fee structure at Arlington Partners LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

The John Hand Building 2000 Morris Avenue, Suite 1300
Birmingham, AL 35203

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Arlington Partners LLC Brokerage Details

Total Assets Under Management

$1,340,641,610

AL Average: $1,620,585,161
Total Number of Employees

12

AL Average: 52
Total Number of Accounts

25

AL Average: 1,560
Average Account Size

$53,625,664

AL Average: $1,038,837

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Stephen Rowe Work History

2017 - Present (7 years)

Arlington Partners, LLC

1997 - 2017 (20 years)

Lightfoot Franklin And White, LLC

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

Charles Brand
Birmingham, AL
John Lueken
Franklin, TN
Jordan Cherry
Birmingham, AL
William Levant
Birmingham, AL
Willliam Cook
Birmingham, AL
Kenneth Polk
Birmingham, AL
Stephen Rowe
Birmingham, AL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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