Frank
Mcgoff
Arlen Capital, LLC
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About this Advisor
Frank Mcgoff is a financial advisor working in Warwick, Rhode Island with 22 years of relevant experience. Mcgoff is on the advisory team at Arlen Capital, LLC. During their career, Mcgoff has held roles at Arlen Corporation, Royal Alliance Associates, Inc, Arlen Capital, LLC and Arlen Methodology, LLC. Mcgoff has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Rhode Island. Arlen Capital, LLC is a firm headquartered in Warwick, RI. It manages $285 million in assets under management between its 686 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 686 customer accounts, 34% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm has a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically vary depending on the financial services. However, fee types billed by Arlen Capital, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arlen Capital, LLC Brokerage Details
$284,909,510
5
686
$415,320
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Frank Mcgoff Work History
Frank has been registered as a financial advisor for 22 years.*
Arlen Methodology, LLC
Royal Alliance Associates, Inc
Arlen Capital, LLC
Arlen Corporation
*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 Frank Mcgoff 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 Arlen Capital, LLC
Warwick, RI
Warwick, RI
Warwick, RI
Warwick, RI
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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