James
Robinson

Arq Wealth Advisors, LLC

CRD#6323466
Investment Advisor
in Scottsdale, AZ

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About this Advisor

James Robinson is a financial advisor working out of Scottsdale, Arizona, who has been in the financial industry for 15 years. Robinson is on the advisory team at Arq Wealth Advisors, LLC. During their career, the advisor has held roles at Financial Independence Group, Trajan Wealth, LLC and Arq Wealth Advisors, LLC. Robinson maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Arizona and Texas. Arq Wealth Advisors, LLC is a financial advisory company that has its headquarters in Scottsdale, Arizona. It controls $247 million in assets under management across its 791 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 791 client accounts, 29% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules usually are based on which services are offered. However, fees charged by Arq Wealth Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

14500 N. Northsight Blvd, Ste 200
Scottsdale, AZ 85260

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Arq Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$246,594,100

AZ Average: $1,555,372,352
Total Number of Employees

7

AZ Average: 37
Total Number of Accounts

791

AZ Average: 1,370
Average Account Size

$311,750

AZ Average: $1,135,308

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

James Robinson Work History

James has 16 years of experience.

2014 - Present (6 years)

Arq Wealth Advisors, LLC

2014 - 2014 (< 1 year)

Trajan Wealth, LLC

2004 - 2014 (10 years)

Financial Independence Group

Disclosures

James Robinson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Arq Wealth Advisors, LLC

Joseph Gilligan
Scottsdale, AZ
Richard Siegel
Scottsdale, AZ
Gregory Yocum
Scottsdale, AZ
Samuel Castaneda
Scottsdale, AZ
James Robinson
Scottsdale, AZ
John Remm
Scottsdale, AZ

This content was compiled from the SEC and FINRA.

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