Michael Murray Knittel

Employer firm

Arrowroot Family Office, LLC CRD 168744

$431M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 04/2022
  Lagunitas Asset Management, Llc
  El Dorado Hills, CA
• 01/2015 → 12/2021
  Fortune Financial Services, Inc.
  Monaca, PA
• 04/2022 → Present
  Arrowroot Family Office, Llc
  El Dorado Hills, CA

Previous Registrations

• 2013-06-20 → 2022-06-07
  Lagunitas Asset Management, Llc
  El Dorado Hills, CA
• 2010-11-09 → 2013-06-24
  Concert Wealth Management
  San Jose, CA
  Folsom, CA
• 2008-06-02 → 2010-11-12
  Rbc Capital Markets, Llc
  Roseville, CA
  El Dorado Hills, CA
• 2008-01-01 → 2008-06-04
  Wells Fargo Clearing Services, Llc
  El Dorado Hills, CA
• 2001-03-29 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  El Dorado Hills, CA
  El Dorado Hills, CA
  St. Louis, MO

Other Businesses

1) MICHAEL M KNITTEL IS A LICENSED INSURANCE AGENT. FROM TIME TO TIME, HE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THOSE ACTIVITIES. CLIENTS SHOULD BE AWARE THAT THESE SERVICES PAY A COMMISSION AND INVOLVE A CONFLICT OF INTEREST, AS COMMISSIONABLE PRODUCTS CONFLICT WITH THE FIDUCIARY DUTIES OF A REGISTERED INVESTMENT ADVISER. THE ADVISOR ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT, INCLUDING WITH RESPECT TO THE SALE OF COMMISSIONABLE PRODUCTS TO ADVISORY CLIENTS. 2) MR. KNITTEL IS A MINORITY PARTNER IN WINNING STREAK VENTURES, GP, WHERE HE HOLDS A 21% NON-CONTROLLING STAKE. NO COMPENSATION IS DERIVED FROM THIS UNLESS ANY OF THE PRIVATE COMPANIES IN WINNING STREAK VENTURES FUND I EXIT. THE LPS ARE REPAID THEIR INVESTMENT FIRST, THEN FOR ANY PROFITS ABOVE THAT, THE GP IS ENTITLED TO 20% OF THE CARRY.

Exams

• S66 Uniform Combined State Law Examination
  2009-03-12
• S63 Uniform Securities Agent State Law Examination
  1999-09-17

Other Names

• Michael M Knittel
• Michael M Lopez-Knittel