Mark
Mccarron
Arrowroot Family Office, LLC
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About this Advisor
Mark Mccarron is a certified financial planner who works in Charlottesville, Virginia, who has 3 years of relevant experience. Mccarron is an advisor for Arrowroot Family Office, LLC. During their career, the advisor has held roles at Creditex Group Inc, Wunderlich Securities, Inc, Bond Wealth Management, LLC, University Of Richmond, Certificate In Financial Planning and Arrowroot Family Office, LLC. Mccarron maintains a Series 63 license, designating them as a securities broker, and is approved to advise clients in California, Texas and Virginia. Arrowroot Family Office, LLC is a registered investment business that has its headquarters in Marina Del Rey, CA. It has offices in three locations and a total of 17 employees. It controls $252 million in assets under management among its 1,206 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,206 accounts, 36% belong to high-net-worth individuals who have at least $1 million in investable assets. Arrowroot Family Office, LLC performs a wide range 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. Fees charged by financial advisors typically vary depending on which services are provided. However, fee types billed by Arrowroot Family Office, LLC likely 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
Mark Mccarron Work History
Mark has been registered as a financial advisor for 3 years.*
Arrowroot Family Office, LLC
Bond Wealth Management, LLC
University Of Richmond, Certificate In Financial Planning
Wunderlich Securities, Inc
Creditex Group 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 Mark Mccarron 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
Charlottesville, VA
Marina Del Rey, CA
Marina Del Rey, CA
Marina Del Rey, CA
El Dorado Hills, 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
