Arndt Financial Services is a related adviser based in E. Syracuse. It manages $3 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New York.
Arndt Financial Services provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Arndt Financial Services is $3 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Arndt Financial Services 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.
Arndt Financial Services is owned by Barbara Ann Arndt. Arndt Financial Services joined the executive team most recently as the Elected Manager.
The principal office where Arndt Financial Services performs its advisory services is located at 6700 Kirkville Road, E. Syracuse, NY 13057, 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 315-432-8334 or by fax 315-432-8388. The normal business hours are 8:30 -5:00 on Monday - Friday. You can find more information about the New York firm at barndt@leighbaldwin.com.