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Arrowhead Financial Services, Ltd. (Houston)


Arrowhead Financial Services, Ltd. is a large advisory firm based in Houston. It manages $48.2 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.




Arrowhead Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Arrowhead Financial Services: assets under management

The assets under management (AUM) of Arrowhead Financial Services, Ltd. is $48.2 million. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37.95 million in discretionary accounts and $10.25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.42 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.42 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Arrowhead Financial Services, Ltd. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Arrowhead Financial Services, Ltd. performs its advisory services is located at 1800 St. James Place, Houston, TX 77056, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-586-7121 or by fax 713-586-7101. The normal business hours are 8 am to 5 pm on Monday - Friday.


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