Arrowroot Family Office

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

2 Boars Head Ln Ste 110, Charlottesville...

Phone Number

(434) 333-0820

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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About Arrowroot Family Office

Arrowroot Family Office is a multidisciplinary financial management organization that offers comprehensive wealth management services, including investment management, retirement planning, tax planning, and estate planning. The firm caters to affluent families and entrepreneurs, providing tailored financial solutions without account minimums. As fiduciaries, they prioritize their clients' best interests and customize their fees based on individual needs. With a team-based approach and over 100 years of combined experience, Arrowroot aims to empower clients to achieve their financial goals across generations.Explore more
Arrowroot Family Office's Social MediaPopular SearchesArrowroot Family Office LLCArrowloop LLCArrowroot Family OfficeSIC Code 62,628NAICS Code 52,523Show more

Arrowroot Family Office Org Chart

PhoneEmail
IA
United States flag for contact location.

Chief Operating Officer & Compliance Officer

PhoneEmail
MV
United States flag for contact location.

Chief Technology Officer

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Arrowroot Family Office

<$5M
11-50
Private
<$5M
2014
IA
Irene ApergisChief Operating Officer & Compliance Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
-
KK
Kabir KapoorChief Investment Officer
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
1999
Murray Sawyer, Founder, President & Chief Executive Officer at Westover Capital Advisors
Murray SawyerFounder, President & CEO
<$5M
1-10
Private
-
1975
DR
Daniel RobertsChief Compliance Officer
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Arrowroot Family Office is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Arrowroot Family Office is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Arrowroot Family Office.

Arrowroot Family Office financials insights

Gather financial insights about Arrowroot Family Office, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$39K

See All Arrowroot Family Office's Financials Insights

Arrowroot Family Office Tech Stack

A closer look at the technologies used by Arrowroot Family Office

Arrowroot Family Office News & Media

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Frequently Asked Questions Regarding Arrowroot Family Office

What is Arrowroot Family Office's official website?
Arrowroot Family Office's official website is www.arrowrootfamilyoffice.com
What is Arrowroot Family Office's Revenue?
Arrowroot Family Office's revenue is <$5 Million
What is Arrowroot Family Office's SIC code?
Arrowroot Family Office's SIC: 62,628
What is Arrowroot Family Office's NAICS code?
Arrowroot Family Office's NAICS: 52,523
How many employees does Arrowroot Family Office have?
Arrowroot Family Office has 11-50 employees
What industry does Arrowroot Family Office belong to?
Arrowroot Family Office is in the industry of: Finance, Securities Trading
What is Arrowroot Family Office competition?
Arrowroot Family Office top competitors include: Stockade Wealth Management, Focus Financial Network, Kanaly Trust, Ehrenkranz Partners
What technology does Arrowroot Family Office use?
Some of the popular technologies that Arrowroot Family Office uses are: WordPress.org, PHP, Google Font API, Video.js
Who is the CTO of Arrowroot Family Office?
Arrowroot Family Office's CTO is Michael Villarica
How do I contact Arrowroot Family Office?
Arrowroot Family Office contact info: Phone number: (434) 333-0820 Website: www.arrowrootfamilyoffice.com
What does Arrowroot Family Office do?

Arrowroot Family Office is a multidisciplinary financial management organization that offers comprehensive wealth management services, including investment management, retirement planning, tax planning, and estate planning. The firm caters to affluent families and entrepreneurs, providing tailored financial solutions without account minimums. As fi... duciaries, they prioritize their clients' best interests and customize their fees based on individual needs. With a team-based approach and over 100 years of combined experience, Arrowroot aims to empower clients to achieve their financial goals across generations.Read More

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

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