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ARTHAM ADVISORS
ARTHAM ADVISORS LLC
CRD 318709
8989 HARRY HINES BLVD., DALLAS, TX, 75235, United States
Phone
214-471-5051
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.5M
Discretionary AUM
$15.8M
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $2.6M |
| High net worth individuals | 11 | $17.6M |
| Charitable organizations | 1 | $350K |
| Corporations/business entities | 1 | $1.0M |
All web addresses on file
Official SEC filing: View on IAPD