Ali Arik is a registered investment advisor at Pence Capital Management, LLC, based in Newport Beach, CA, with 13 years of industry experience. Ali operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $1.7B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5000 Birch Street #8000, Newport Beach, CA, 92660-2158
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ali spends 100% of their time at Pence Wealth Management. They also dedicate about 10-20% of their time to administrative roles at Pence Wealth Management RIA and Pence Financial Group, and approximately 35-50 hours per month providing administrative support to Pence Capital Management LLC.
Employment History
Current Registrations
Pence Capital Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pence Wealth Management, INC.
State Registrations1 state
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