A
Arroit Services Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$84,307
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Arroit Services Inc is a registered investment adviser that provides discretionary investment management and assistance with determining financial objectives for individuals, high‑net‑worth clients, trusts, estates and small businesses. The firm advises across a range of instruments, including mutual funds, ETFs, equities, bonds, options, REITs and crypto exposures such as Bitcoin or other spot crypto ETFs.
The firm implements a defined investment process—gathering client information to establish an Investment Policy Statement, applying an asset‑allocation framework, selecting investments, and conducting ongoing monitoring and periodic reviews. Accounts are managed on a discretionary basis, the firm requires clients to custody assets with a designated broker, and it typically charges percentage‑of‑AUM advisory fees.
Noteworthy distinctions include that the firm’s principal is also a licensed real‑estate agent and may earn commissions from real estate transactions, a potential conflict disclosed in the brochure, and that the principal maintains a full‑time non‑investment career as an outside business activity. For a small, state‑registered adviser, the combination of trading in options and explicit crypto/spot‑ETF exposures alongside traditional asset classes, plus the requirement to use a specific custodian, are atypical operational features compared with many peers.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Real estate investing
Private / alternative investments
Fee options
$0 - $1,000,000: 1.0% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.40%
Account minimum: $100,000 Minimum fee: No minimum fee based on total AUM
Main office location
Arroit Services Inc
Broomfield CO, United States
Number of offices
1
Most active in
Arroit Services Inc has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")