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Arlington Financial Advisors
Arlington Partners is an SEC-registered investment adviser in Bethesda, MD, established in 2012. The firm manages $18.2 billion in assets. It employs 32...
Overview
Arlington Partners is an SEC-registered investment adviser in Bethesda, MD, established in 2012. The firm manages $18.2 billion in assets. It employs 32 people, including 31 investment advisers.
General information
Firm type
RIA
Year founded
2014
Location
Region
North America
Country
United States
City
Santa Barbara
Corporate office
Santa Barbara, CA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Arlington Financial Advisors?
Arlington Financial Advisors does not publicly disclose named principals or portfolio managers. The firm's website lists a 'Client Services Team' but no individual advisor names or credentials. Investment decisions appear to be made internally by the advisory team, but no single CIO or CEO is identified.
What investment stages does Arlington Financial Advisors typically target?
Arlington does not target specific investment stages; it is a private money management firm that constructs custom portfolios for individual clients. Its client base includes business owners, retirees, surviving spouses, and newly wealthy professionals. The firm does not operate a venture or private equity direct-investment program.
Does Arlington Financial Advisors participate in fund commitments or only direct deals?
The firm does not disclose any fund commitment or direct deal activity. Its services focus on strategic financial planning, estate and tax planning, private money management, and insurance consulting. There is no public evidence of fund investments or direct private company investing.
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