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ARLINGTON FINANCIAL ADVISORS, LLC
CRD 283288 · SEC 801-107857
100 E. DE LA GUERRA ST, SANTA BARBARA, CA, 93101, United States
Phone
(805) 699-7300
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.24B
Discretionary AUM
$1.24B
Team
16 total employees; 8 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 328 | $130.0M |
| High net worth individuals | 267 | $1.03B |
| Pension/profit sharing plans | 36 | $79.0M |
States served
AZ, CA, CO, LA, MD, MA, NV, NY, OR, SC, VA, WI, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD