Arrowhead Asset Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

PO Box 2049, Wimberley, Texas, 78676, Un...

Phone Number

(512) 847-3133

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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May
ZI Rank
1
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About Arrowhead Asset Management

Arrowhead Asset Management (AAM) is a fee-only money management service based in Wimberley, Texas, specializing in retirement plans and investment accounts for individuals, families, small business owners, and institutional investment plans for higher education professionals. The firm focuses on providing objective investment advice without the influence of advisor commissions, ensuring clients retain control of their assets while avoiding unnecessary fees. AAM emphasizes economically responsible investments, prioritizing companies that contribute positively to society and the environment. Currently, they accept new clients only through referrals, requiring a minimum of $250,000 in investable tax-deferred IRA assets.Explore more
Arrowhead Asset Management's Social MediaPopular SearchesArrowhead Asset ManagementSIC Code 62,628NAICS Code 52,523Show more

Arrowhead Asset Management Org Chart

PhoneEmail
AD
United States flag for contact location.

Office Manager

PhoneEmail
RB
United States flag for contact location.

Manager, Investment

PhoneEmail

PhoneEmail
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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Arrowhead Asset Managemen...

<$5M
1-10
Private
-
1991
AD
Anne DobbsOffice Manager
<$5M
1-10
Private
-
2010
BH
Bradley HainesChief Investment Officer
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
1998
KL
Kathleen LazorClient Relationship Manager
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
1984
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Arrowhead Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Arrowhead Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Arrowhead Asset Management.

Arrowhead Asset Management Tech Stack

A closer look at the technologies used by Arrowhead Asset Management

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Frequently Asked Questions Regarding Arrowhead Asset Management

What is Arrowhead Asset Management's official website?
Arrowhead Asset Management's official website is www.texasorp.com
What is Arrowhead Asset Management's Revenue?
Arrowhead Asset Management's revenue is <$5 Million
What is Arrowhead Asset Management's SIC code?
Arrowhead Asset Management's SIC: 62,628
What is Arrowhead Asset Management's NAICS code?
Arrowhead Asset Management's NAICS: 52,523
How many employees does Arrowhead Asset Management have?
Arrowhead Asset Management has 1-10 employees
What industry does Arrowhead Asset Management belong to?
Arrowhead Asset Management is in the industry of: Finance, Securities Trading
What is Arrowhead Asset Management competition?
Arrowhead Asset Management top competitors include: Journey Capital Advisers, Jentner Global Management, Sterling Range Financial Management, Estes Wealth Strategies
What technology does Arrowhead Asset Management use?
Some of the popular technologies that Arrowhead Asset Management uses are: Tierpoint, Google Font API, Font Awesome, Amazon Web Hosting
How do I contact Arrowhead Asset Management?
Arrowhead Asset Management contact info: Phone number: (512) 847-3133 Website: www.texasorp.com
What does Arrowhead Asset Management do?

Arrowhead Asset Management (AAM) is a fee-only money management service based in Wimberley, Texas, specializing in retirement plans and investment accounts for individuals, families, small business owners, and institutional investment plans for higher education professionals. The firm focuses on providing objective investment advice without the inf... luence of advisor commissions, ensuring clients retain control of their assets while avoiding unnecessary fees. AAM emphasizes economically responsible investments, prioritizing companies that contribute positively to society and the environment. Currently, they accept new clients only through referrals, requiring a minimum of $250,000 in investable tax-deferred IRA assets.Read More

What are Arrowhead Asset Management social media links?
Arrowhead Asset Management Linkedin page Arrowhead Asset Management Twitter page
Is Arrowhead Asset Management a public company?
Arrowhead Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Arrowhead Asset Management

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