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He enjoys playing competitive tennis, traveling, scuba diving, as well as spending time with his family. Veloworx MTB Team p/b ARQ Wealth Advisors, LLC. Greg is a native of Arizona and spent much of his childhood on the Big Island of Hawaii. In this role, he managed portfolios for high net worth clients using a wide array of financial strategies including wealth accumulation, tax efficiency, and asset preservation. Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed.
ARQ WEALTH ADVISORS REGISTRATION
The adviser's REGISTRATION status is listed below. Prior to founding ARQ Wealth Advisors, LLC Greg held the position of Senior Investment Manager at The Vanguard Group. ARQ WEALTH ADVISORS, LLC, SIEGEL/YOCUM ASSET MANAGEMENT, LLC, SIEGEL/ YOCUM ASSET MANAGEMENT, LLC, RUGGIERI FINANCIAL GROUP. His fascination with the capital markets along with the goal of helping others led Greg to the finance industry. One day while sitting down with his grandfather Greg vividly remembers him saying, “With the right tools son, you can do anything in life!” As a result, Greg purchased his first stock at the age of 18. His passion for investing spilled over to Wall Street. The AIF® designation focuses on placing the client’s best interests ahead of all else.Īs a youth, Greg collected stamps, sports memorabilia and other investments he felt would appreciate over time. Greg has attained the esteemed Accredited Investment Fiduciary® (AIF® designation). He earned his Certified Financial Planner™ designation in 2004. Greg graduated from Northern Arizona University in 1997 with a Bachelors degree in Business Administration. He is co-founder and Partner of ARQ Wealth Advisors. Contact Holdings Channel Meet Our Editorial Staff.Greg Yocum began his career in the financial industry in 1998. The largest investments include Spdr Index Shs Fds and Spdr Ser Tr, together worth 53.9 million. Least 15 minutes stock quote data powered by Ticker Technologies, and Mergent. Arq Wealth Advisors is an investment fund managing more than 155 million ran by Gregory Yocum. Video widget and market videos powered by Market News Video. He also provides execution and markets expertise to. Dave’s expertise lies in raising capital for hedge funds and private companies in various industries and life cycles.
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By visiting, using or viewing this site, you In addition to overseeing the growth and management of the firm, Dave offers advisory and capital raising services to select clients. Liable for any loss or damage caused by your reliance on information obtained. its subsidiaries, partners, officers, employees, affiliates, or agents be held All viewers agree that under noĬircumstances will BNK Invest, Inc. Arq Wealth Advisors, Llc Buys Simon Property Group Inc, S&P 500 ETF TRUST ETF, Energy Transfer LP, Sells iShares MBS ETF, iShares National Muni. The firm serves two charitable organizations. It administers 412 million in total assets among its 1,086 customer accounts, placing it among the bigger firms in the country by assets under management. Transaction, or investment strategy is suitable for any specific person. Arq Wealth Advisors, LLC is an advisory company that has its headquarters in Scottsdale, Arizona. None of the information contained herein constitutes a recommendation that any particular security, portfolio, or any of its affiliates, subsidiaries or partners. Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counselįrom, or recommendations by BNK Invest Inc. Search: Biggest Drug Dealer In Minnesota. See Details: Top 10 Stocks Held By ARQ Wealth Advisors LLCĪRQ Wealth Advisors LLC Top Holdings 13F Filings | |Ĭopyright © 2013 - 2022, All Rights Reserved
ARQ WEALTH ADVISORS FULL
See Full List: All Stocks Held By ARQ Wealth Advisors LLC Held by ARQ Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the ARQ Wealth Advisors LLC top holding position size In the ARQ Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares As of, below is a summary of the ARQ Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by ARQ Wealth Advisors LLC.