A complete list of active advisors currently associated with Arena Advisors LLC
Warmer can help you find a great advisor at Arena Advisors LLC or one who fits your needs even better.
The firm provides financial planning and portfolio management to individuals, high‑net‑worth individuals, and business entities, offering both discretionary and non‑discretionary advisory services. Its services include one‑time financial plans, ongoing investment management, and the firm acts as portfolio manager and sponsor for a wrap fee program with a separate wrap brochure for participants. The firm’s investment approach emphasizes ETFs and combines fundamental analysis, modern portfolio theory, and technical analysis, employing long‑term trading and options strategies (including covered and uncovered options). Client accounts are monitored on an ongoing basis with formal reviews conducted monthly or quarterly, and clients may impose investment restrictions that the firm will accept unless they prevent proper servicing. Distinctive aspects include operating a sponsored wrap‑fee program—an uncommon offering among similarly categorized independent advisers—and providing free educational seminars and workshops to clients and the general public. The firm operates at a very small scale (reporting $175,000 in assets under management and a single client) and generally requires clients to maintain custody with a specified qualified custodian, which may affect execution, reporting, and operational arrangements relative to peers.
To learn more about the advisors currently working at Arena Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Jose, CA
| 16
|
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