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ARKENSTONE FINANCIAL, LLC
CRD 153530 · SEC 801-71378
19210 SIXPENNY LANE, STE. 100, MONUMENT, CO, 80132, United States
Phone
719-559-1919
Fax
866-897-9540
Registration
— (—)
Source
State registered
Total AUM
$97.0M
Discretionary AUM
$89.5M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $38.7M |
| High net worth individuals | 26 | $50.8M |
All web addresses on file
Official SEC filing: View on IAPD