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ARC ADVISORY LLC

CRD 330258 · SEC 801-129936

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601 CALIFORNIA ST., SUITE 400, SAN FRANCISCO, CA, 94108, United States

Phone

(510) 213-8085

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$708.3M

Discretionary AUM

$0

Team

25 total employees; 8 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-08

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Corporations/business entities762$708.3M

States served

AZ, CA, CO, DE, DC, GA, IL, IA, KS, ME, MD, MA, MI, MN, NE, NV, NJ, NY, NC, OH, OR, PA, PR, TN, UT, VA, WY, MO, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD