Josh Arnold Investment Consultant is an investment advisor in Edina with $132.26 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
411609078
SEC advisor number
801-120651
FINRA CRD number
163088
AUM ?
$120.05 mm
(as of 11 Jan 24)
Accounts
353
(as of 11 Jan 24)
Employees
2
(2 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Nov 23
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
16 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22