ARM FINANCIAL LLC

ARM FINANCIAL LLC is an SEC-registered investment adviser (CRD 144340). Regulatory assets under management: $49.0M.

Registration

• CRD: 144340
• SEC file number: 801-133870
• Type: Registered investment adviser
• Phone: 617-520-4044
• Latest filing: 2026-01-16
• Regulatory AUM: $49.0M
• Discretionary AUM: $49.0M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Investment cos.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144340 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search