Arq wealth advisors4/7/2024 ![]() The firm's fees may include asset-based and fixed fees. Currently 32% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital.Īrq Wealth Advisors, LLC provides financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm manages 816 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. The firm's total assets under management makes it one of the mid-sized firms in the nation. As a company, Arq Wealth Advisors, LLC oversees $275 million in assets across 819 accounts and retains nine staff members. Siegel has worked their complete career at Arq Wealth Advisors, LLC.Īrq Wealth Advisors, LLC is located in Scottsdale, Arizona. Siegel is registered to operate based out of Arizona. Siegel maintains Series 63 and Series 66 licenses, which qualify the advisor as a securities agent. Currently a registered advisor with Arq Wealth Advisors, LLC, they have gathered 12 years of professional experience. ![]() The impact to a portfolio due to this purchase was 0.17. The stock is now traded at around 46.840000. ![]() The purchase prices were between 46.31 and 52.31, with an estimated average price of 49.19. Richard Siegel is a certified financial planner in Scottsdale, Arizona. Arq Wealth Advisors, Llc initiated holding in Altria Group Inc.
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