A
Arrow Investment Mgmt.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,129,371
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Arrow Investment Mgmt. provides fee-only, discretionary portfolio management to individual clients and also offers periodic, non‑ongoing investment advice billed hourly. As of March 31, 2026 the firm reported approximately $1.1 million in assets under management and indicates there are no account size requirements for clients.
The adviser uses a blend of fundamental and technical analysis to build portfolios across equities, bonds, mutual funds, ETFs and options, and notes that trading can be frequent to capture short‑term situations or limit losses. Accounts are typically managed on a discretionary basis with quarterly reviews and performance reporting, and the brochure highlights that active trading can increase brokerage costs and tax liabilities.
Notable features include the explicit use of options among permitted instruments and the availability of hourly, one‑off advisory engagements (typically $100–$150 per hour), both of which are less common among managers that primarily serve pooled or institutional clients. The firm operates at a small scale under a single principal who maintains full‑time non‑advisory employment, a staffing and client service profile that differs from larger investment managers.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $5,000,000: 1% Annually $5,000,001+: .85% Annually
Typically $100 - $150 per hour depending on complexity
Fee-only: Fee-Only ongoing investment management based on assets under management
Main office location
Arrow Investment Mgmt.
Suffern NY, United States
Number of offices
1
Most active in
Arrow Investment Mgmt. has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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