Arlington Securities, Incorporated (St Louis)

Arlington Securities, Incorporated is a large advisory firm based in St Louis. It manages $232.92 million of regulatory assets for 5,058 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Illinois, Missouri, South Carolina, and Tennessee.

Arlington Securities, Incorporated provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and security ratings or pricing services. It prepares financial plans for approximately 1,500 clients. On top of advisory services, the firm doesn't engage in other business activities.

Arlington Securities, Incorporated: assets under management

The assets under management (AUM) of Arlington Securities, Incorporated is $232.92 million. The firm's AUM has grown by 92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.45 million in discretionary accounts and $230.48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $42.17 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $46.1 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Arlington Securities, Incorporated for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Arlington Securities, Incorporated

Robert Earl Hillard has been acting as President since 1 Feb 1990. Susan Marie Cullen joined the executive team most recently as the Vice President, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Earl Hillard	President/ceo/cco/cfo	1 Feb 1990	75% - 100%	1005606
Diane June Ryon	Vice president	1 Dec 1994	Other	1270709
Susan Marie Cullen	Vice president, chief compliance officer	1 Apr 2006	Other	2015668

Based in St Louis

The principal office where Arlington Securities, Incorporated performs its advisory services is located at 140 Marine Lane, St Louis, MO 63146 2236, which is also the mailing address of the firm. An additional office of the firm is in St. Louis, MO. It doesn’t run an office outside of the United States.