Arc Financial Services LLC is a large advisory firm based in Pittsburgh. It manages $86.59 million of regulatory assets for 166 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Arc Financial Services provides financial planning services and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Arc Financial Services LLC is $86.59 million. The firm's AUM has grown by 119% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Arc Financial Services LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
Larry Letterio has been acting as President since 1 Mar 1998. Mary Denise Quinn joined the executive team most recently as the Chief Compliance Officer.
The principal office where Arc Financial Services LLC performs its advisory services is located at 503 Martindale Street, Pittsburgh, PA 15212, 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 412-321-3200 or by fax 412-321-0300. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday.