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Josh Arnold Investment Consultant, LLC

● SEC registered since 2021CRD 163088SEC# 801-120651Edina, MN
Export (members)
Reg. AUM
$142.1M
Employees
2
Accounts
401
Location
Edina, MN

Josh Arnold Investment Consultant, LLC assets under management

Josh Arnold Investment Consultant, LLC is an SEC-registered investment adviser based in Edina, MN. The firm has been registered since 2021. It reports $142.1 million in regulatory assets under management and employs 2 people.

Josh Arnold Investment Consultant, LLC owners & executives

1 reported
NameTitleOwnershipSince
Joshua David Arnold ControlChief Compliance Officer/Managing MemberOver 75%2016

Frequently asked questions

How much does Josh Arnold Investment Consultant, LLC manage?

Josh Arnold Investment Consultant, LLC reports $142.1 million in regulatory assets under management on its Form ADV.

How many employees does Josh Arnold Investment Consultant, LLC have?

Josh Arnold Investment Consultant, LLC reports 2 employees.

Where is Josh Arnold Investment Consultant, LLC located?

Josh Arnold Investment Consultant, LLC is based in Edina, MN and has been SEC-registered since 2021.

Does Josh Arnold Investment Consultant, LLC disclose fund performance?

Josh Arnold Investment Consultant, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6800 France Avenue South,, #325, Edina, MN 55435
Phone952-925-5608
Fax952-925-6228
Office hours8:30 - 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$142.1M▼ 5%
Jan '25 — $150.1MFeb '25 — $150.1MMar '25 — $150.1MApr '25 — $150.1MMay '25 — $150.1MJun '25 — $150.1MJul '25 — $150.1MAug '25 — $150.1MSep '25 — $150.1MOct '25 — $150.1MNov '25 — $150.1MDec '25 — $150.1MJan '26 — $150.1MFeb '26 — $150.1MMar '26 — $142.1MApr '26 — $142.1MMay '26 — $142.1MJun '26 — $142.1M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$142.1Mregulatory AUM
Discretionary $142.1M