Adviser Profile
| As of Date | 12/11/2025 |
| Registration status | Registration Changed to ARM FINANCIAL LLC |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 45,094,284 22% |
| of that, discretionary | 45,094,284 22% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 739,251 22% |
| % High Net Worth | 81.97% |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date10/24/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date01/23/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date10/24/2023 | Form ADV-E View Report |