Arlington Hall Research & Investment Management, LLC (Marietta)


Arlington Hall Research & Investment Management, LLC is an adviser based in Marietta. It manages $31.16 million of regulatory assets for 232 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Georgia.

Arlington Hall Research & Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Arlington Hall Research & Investment Management: assets under management

The assets under management (AUM) of Arlington Hall Research & Investment Management, LLC is $31.16 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $31.16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $134.32 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Arlington Hall Research & Investment Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Marietta

The principal office where Arlington Hall Research & Investment Management, LLC performs its advisory services is located at 4500 Wingham Place, Marietta, GA 30062 8141, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-778-7800 or by fax 413-778-7006. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at arlingtonhall.com.