Diane
Young
Arrowroot Family Office, LLC
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About this Advisor
Diane Young is a financial advisor based out of Rochester, Michigan with a total of 2 years of relevant experience. Young works at Arrowroot Family Office, LLC. Throughout their career, Young has worked at Royal Alliance Associates, Inc, Financial Gravity Wealth, Inc, Arrowroot Family Office, LLC and Athena Advisory Services Inc. Young maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan and Texas. Arrowroot Family Office, LLC is an advisory firm that has its headquarters in Marina Del Rey, CA. It has offices in three locations and a total of 17 employees. It oversees $252 million in assets between its 1,206 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,206 accounts, 36% belong to high-net-worth individuals who have more than $1 million in investable assets. Arrowroot Family Office, LLC offers a number 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, publication of newsletters and educational seminars. A financial advisor's fee schedules are based on the services provided. However, fees billed by Arrowroot Family Office, LLC can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arrowroot Family Office, LLC Brokerage Details
$251,832,680
17
1,206
$208,816
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Diane Young Work History
Diane has been registered as a financial advisor for 2 years.*
Arrowroot Family Office, LLC
Financial Gravity Wealth, Inc
Athena Advisory Services Inc
Royal Alliance Associates, Inc
*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 Diane Young 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 Arrowroot Family Office, LLC
Marina Del Rey, CA
Marina Del Rey, CA
Rochester, MI
Marina Del Rey, CA
Charlottesville, VA
El Dorado Hills, CA
Marina Del Rey, CA
Marina Del Rey, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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