Arrow Investment Management, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 119423
· Farmington Hills, MI
· WWW.ARROWFG.COM
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ADV data as of May 01, 2023
- Regulatory AUM
- $22.0M
- Discretionary
- $22.0M
- Clients
- 25
- Avg AUM / client
- $880K
- Accounts
- 25
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 25 | $22.0M | 100.0% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kent Edward Bowman | Registered representative | CFP | Dec 2010 (16y) | |
| Susan Jill Hodess | Registered representative | CFP | Jun 2011 (15y) | |
| Kevin Scott Hurley | Registered representative | Nov 2017 (9y) | ||
| Kent A Commer | Registered representative | Nov 2024 (2y) | ||
| Stephanie Marie Rose | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2023 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2023.
View current Form ADV (SEC/IAPD) ↗