HTTP://WWW.ARLINGTONFINANCIALADVISORS.COM/ • SANTA BARBARA, CA • Investment Advisor How do I update this listing?
Arlington Financial Advisors is based out of Santa Barbara. Arlington Financial Advisors is a large advisory firm with 266 clients and discretionary assets under management (AUM) of $637,450,000 (Form ADV from 2020-06-23). Their last reported 13F filing for Q3 2020 included $195,151,000 in managed 13F securities and a top 10 holdings concentration of 57.68%. Arlington Financial Advisors's largest holding is Schwab Fundamental U.S. Large Company Index ETF with shares held of 568,491. Whalewisdom has at least 12 13F filings
09/30/2020
09/30/2020
09/30/2020
09/30/2020
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
09/30/2020
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for ARLINGTON FINANCIAL ADVISORS, LLC
Top 20 equal-weighted holdings. Performance numbers calculated through 2020-11-16
Performance for Q3 2020: | 8.08% |
Performance Last 4 Quarters: | 10.02% |
This will schedule a job to export all requested 13f holdings data for this filer. When completed, an email will be sent to the email address you specify containing a link to download the .zip file of the CSV file(s) you requested.
SEC Registration as : | Large Advisory Firm |
Form of Organization: | Limited Liability Company |
Organized in: | CA |
Number of employees: | 9 |
Other Business Activities: | |
Advisor Fees/Compensation: | Percentage of assets under management,Hourly charges,Fixed fees |
Amount of client funds and securities: | 293,250,000 |
Total Number of Clients: | 266 |
Amount of client funds and securities by related persons: | |
Total Number of clients from related persons: | |
Disclosures: |
Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWALLEY, ARTHUR, GENTRY | MANAGING MEMBER | 04/01/2016 | Direct | 10 - 25% | |||||||||||
|
|||||||||||||||
DUVA, DIANNE, GAYOSKI | MANAGING MEMBER | 04/01/2016 | Direct | 10 - 25% | |||||||||||
|
|||||||||||||||
LORENZ, JOHN, ALFRED | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 04/01/2016 | Direct | 10 - 25% | |||||||||||
|
|||||||||||||||
WEILAND, JOSEPH, RICHARD | MANAGING MEMBER | 04/01/2016 | Direct | 25 - 50% | |||||||||||
|
|||||||||||||||
HUGHES, RICHARD, WELLS | MANAGING MEMBER | 04/01/2016 | Direct | 25 - 50% | |||||||||||
|
Name | Title | Start Date | Direct/Indirect | % Ownership |
---|
Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWALLEY, ARTHUR, GENTRY | MANAGING MEMBER | 04/01/2016 | Direct | 10 - 25% | |||||||||||
|
|||||||||||||||
DUVA, DIANNE, GAYOSKI | MANAGING MEMBER | 04/01/2016 | Direct | 10 - 25% | |||||||||||
|
|||||||||||||||
LORENZ, JOHN, ALFRED | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 04/01/2016 | Direct | 10 - 25% | |||||||||||
|
|||||||||||||||
WEILAND, JOSEPH, RICHARD | MANAGING MEMBER | 04/01/2016 | Direct | 25 - 50% | |||||||||||
|
|||||||||||||||
HUGHES, RICHARD, WELLS | MANAGING MEMBER | 04/01/2016 | Direct | 25 - 50% | |||||||||||
|
Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
HUGHES, RICHARD, WELLS | MANAGING MEMBER | 04/01/2016 | Direct | 25 - 50% | |||||||||||
|
|||||||||||||||
WEILAND, JOSEPH, RICHARD | MANAGING MEMBER | 04/01/2016 | Direct | 25 - 50% | |||||||||||
|
|||||||||||||||
LORENZ, JOHN, ALFRED | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 04/01/2016 | Direct | 10 - 25% | |||||||||||
|
|||||||||||||||
DUVA, DIANNE, GAYOSKI | MANAGING MEMBER | 04/01/2016 | Direct | 10 - 25% | |||||||||||
|
|||||||||||||||
SWALLEY, ARTHUR, GENTRY | MANAGING MEMBER | 04/01/2016 | Direct | 10 - 25% | |||||||||||
|