Mathew
Arens

First Light Asset Management, LLC

CRD#5639729
Investment Advisor
in Minneapolis, MN

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About this Advisor

Mathew Arens is a financial advisor operating in Minneapolis, Minnesota with 9 years of industry experience. Arens is currently employed by First Light Asset Management, LLC. During their career, Arens has held roles at First Light Asset Management, LLC and Kopp Investment Advisors, LLC. Arens is registered to operate in California, Minnesota and Texas. First Light Asset Management, LLC is a firm that has its headquarters in Minneapolis, MN. The firm has a total of 11 financial advisors. It controls $1 billion in assets among its 1,177 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 1,177 customer accounts, 77% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm performs a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types charged by First Light Asset Management, LLC most likely include any blend of asset-based and performance-based fees.

Years Registered*

9 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

3300 Edinborough Way Suite 201
Minneapolis, MN 55435

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First Light Asset Management, LLC Brokerage Details

Total Assets Under Management

$1,264,020,395

MN Average: $5,289,111,388
Total Number of Employees

11

MN Average: 157
Total Number of Accounts

1,177

MN Average: 8,262
Average Account Size

$1,073,934

MN Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Mathew Arens Work History

Mathew has been registered as a financial advisor for 9 years.*

2013 - Present (11 years)

First Light Asset Management, LLC

2009 - 2013 (4 years)

Kopp Investment Advisors, LLC

*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 Mathew Arens 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 First Light Asset Management, LLC

Brett Johnson
Minneapolis, MN
Mathew Arens
Minneapolis, MN
Charles Kretschmer
Minneapolis, MN

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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