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Arkell Asset Management, LLC
Arkell Asset Management, LLC is a fee-only wealth management firm whose advisors are committed to a fiduciary standard and act in clients' best interests.
Arkell Asset Management, LLC
Arkell Asset Management, LLC is a fee-only wealth management firm whose advisors are committed to a fiduciary standard and act in clients' best interests. The firm's objective is to maximize after-fee, after-tax, risk-adjusted returns. It serves individuals, families, and medical professionals with investment management, financial planning, and retirement planning. Based in Bozeman, Montana, it has guided clients toward their financial goals since 2011.
General information
Firm type
Asset Manager
Year founded
2011
Location
City
Bozeman
Principals
Tim Randak
MSF, CFA, CFP — President, Wealth Manager and Portfolio Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Arkell Asset Management?
No named principals or investment committee members are publicly listed for Arkell Asset Management. The firm's ownership and decision-making structure are not disclosed in any available regulatory or marketing materials.
What is Arkell Asset Management's investment strategy?
Arkell Asset Management's investment strategy has not been publicly described. The firm is registered as an investment adviser, but its asset-class focus, geographic preferences, and target stages are not documented in any accessible publication or filing.
What are Arkell Asset Management's known portfolio holdings?
No portfolio companies, transactions, or direct investments have been publicly attributed to Arkell Asset Management. The firm's current or past holdings are not disclosed.
How does Arkell Asset Management source investment opportunities?
The firm's sourcing model is not publicly described. There is no information on proprietary deal flow, co-investment networks, or third-party relationships.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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