Arq Wealth Advisors, LLC
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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
Years of Experience
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Arq Wealth Advisors, LLC Brokerage Details
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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.
Arq Wealth Advisors, LLC
Trajan Wealth, LLC
Financial Independence Group
James Robinson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Arq Wealth Advisors, LLC