Ar Asset Management, Inc.

AR Asset Management, Inc. is a Registered Investment Adviser based in West Hollywood, CA, established on March 19, 1982. The firm specializes in providing investment management services, managing assets totaling $573,230,881 as of June 30, 2024, on a discretionary basis. Clients can engage AR Asset Management to manage their assets, primarily allocating investments among individual debt and equity securities, options, mutual funds, and ETFs based on their investment objectives. The firm tailors its advisory services to individual client needs, ensuring investments align with clients' risk tolerance and financial goals. AR Asset Management also manages collective investment vehicles, such as private funds, with a focus on high-quality issuers and short to medium-term maturities for tax-exempt bond investments. For clients, the firm offers fee-based services, charging an annual fee based on a percentage of managed assets, typically ranging from 0.50% to 1.00%. Clients may also incur charges from financial institutions for services like brokerage commissions and custodial fees. AR Asset Management does not provide services for performance-based fees and requires a minimum account size of $1,000,000, although exceptions may be made based on specific criteria. The firm's investment strategies emphasize fundamental analysis, long-term appreciation, and diversification, with a focus on large-cap equities and high-quality corporate bonds. Clients have the option to grant investment discretion to AR Asset Management, allowing the firm to make investment decisions on their behalf.