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Arete Investment Consulting, LLC (Virginia Beach)


Arete Investment Consulting, LLC is an adviser based in Virginia Beach. It manages $6 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Virginia.

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Arete Investment Consulting provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Arete Investment Consulting: assets under management

The assets under management (AUM) of Arete Investment Consulting, LLC is $6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Arete Investment Consulting, LLC for their services and products based on a percentage of assets under management and hourly charges. 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.

Based in Virginia Beach

The principal office where Arete Investment Consulting, LLC performs its advisory services is located at 477 Goodspeed Road, Virginia Beach, VA 23451, 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 757-422-2210 or by fax 757-422-2110. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.areteic.com.


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