Ar Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$396,010,490
Clients
118
Advisors
3
of 4 employees
About
AR Asset Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations and pooled investment vehicles, with approximately $702 million in assets under management. The brochure describes tailored investment management engagements governed by written agreements and notes a $1,000,000 minimum account size subject to discretionary exceptions.
The firm’s investment approach is fundamentally driven with a long-term orientation, emphasizing domestically and internationally traded common stocks (primarily large-cap), tax-aware portfolio construction, and short- to medium‑term fixed income laddering for suitable accounts. AR Asset Management may also recommend private placement securities and pooled investment vehicles to investors who qualify as accredited or qualified clients, and it conducts ongoing account monitoring and quarterly reviews.
Distinctive features in the brochure include that the firm sponsors and advises private funds (limited partnerships) managed by an affiliated general partner, allocates investments between those funds and individual client accounts on a pro rata or other fair-and-equitable basis, and is deemed to have custody of the private funds (with annual PCAOB-audited financials and third‑party administration). The brochure also notes potential conflicts of interest from adviser and general partner compensation related to the private funds and, notably, does not describe ongoing financial planning as an offered service.
Client services
Expertise
Fee options
Offers fixed-fee arrangements for investment management services (specific amounts not stated)
$0+: 0.10% to 1.50% annually depending on assets and services +: Generally between 0.50% and 1.00% annually
Account minimum: $1,000,000
Main office
9229 Sunset Boulevard, Suite 425
West Hollywood CA 90069
Advisors at this office
3
Most active in
California · Nevada
Also doing business as
A R Asset Managment, Inc. · Ar Asset Management Inc · Ar Asset Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Annie K
Series 65
West Hollywood, CA
Ar Asset Management, Inc.
Annie Kim is a financial advisor at AR Asset Management, Inc. with 14 years of industry experience. She holds a Series 65 designation and has been with the firm since 2000. AR Asset Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm’s investment approach focuses on fundamentally driven, long-term strategies using large-cap domestic and international stocks, tax-aware portfolio construction, and fixed income laddering, with additional recommendations for qualified clients including private placements and pooled investment vehicles.
Kyle P
Series 65
West Hollywood, CA
Ar Asset Management, Inc.
Kyle Paben is a financial advisor at AR Asset Management, Inc. with seven years of industry experience. He holds a Series 65 designation and has been with AR Asset Management since 2014. Outside of his advisory role, he is an officer at Bask Ventures, Inc., where he oversees development, finances, and general progress, and a partner in Green Team Holdings, a real estate holding company. AR Asset Management, Inc. provides discretionary portfolio management to individuals, trusts, estates, charities, corporations, and pooled investment vehicles, managing approximately $702 million in assets. The firm employs a fundamentally driven, long-term investment approach with an emphasis on large-cap common stocks, tax-aware portfolio construction, and fixed income laddering, and also sponsors private funds managed by an affiliated general partner.
Anita R
West Hollywood, CA
Ar Asset Management, Inc.
Anita Rosenstein is a financial advisor at AR Asset Management, Inc. with 29 years of industry experience. She has been with AR Asset Management since 1981. AR Asset Management is an SEC-registered investment adviser that offers discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a fundamentally driven, long-term investment approach focused on large-cap stocks, tax-aware portfolio construction, and fixed income laddering, and it also manages private funds alongside individual client accounts.
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