Josh Arnold Investment Consultant is an investment advisor in Edina with $99.38 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
411609078
SEC advisor number
801-120651
FINRA CRD number
163088
AUM ?
$99.38 mm
(as of 7 Apr 23)
Accounts
360
(as of 7 Apr 23)
Employees
2
(2 investment advisory or research)
Office hours
Monday - Friday, 8:30 - 5:00
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Arnold, Joshua, David | Chief Compliance Officer/managing Member | 02/2016 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Nov 23
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
16 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22