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 who works in Scottsdale, Arizona, with a total of 16 years of work experience. Robinson currently works for Arq Wealth Advisors, LLC. Their career trajectory has included roles at Financial Independence Group, Trajan Wealth, LLC and Arq Wealth Advisors, LLC. Robinson has a Series 65 license, designating them as an investment advisor representative, and is registered to work in Arizona and Texas. Arq Wealth Advisors, LLC is a registered investment firm headquartered in Scottsdale, Arizona. It controls $275 million in assets under management among its 819 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 819 client accounts, 32% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Arq Wealth Advisors, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees are based on which services the firm provides the client. However, fee types billed by Arq Wealth Advisors, LLC likely are comprised of any blend of asset-based and fixed 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, Fixed Fees

Disclosures

No

Office Location

14500 N. Northsight Blvd Suite 200
Scottsdale, AZ 85260

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Arq Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$275,271,584

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

9

AZ Average: 37
Total Number of Accounts

819

AZ Average: 1,370
Average Account Size

$336,107

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 (7 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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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