Susan Jill Hodess

Employer firm

Arrow Financial Group CRD 119423

$22.0M regulatory AUM 73 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/1996 → Present
  Osaic Wealth, Inc.
  Bingham Farms, MI
• 12/1994 → Present
  Capital Consulting Group
  Bingham Farms, MI
• 08/2009 → Present
  Arrow Investment Management
  Troy, MI
• 08/2009 → Present
  Arrow Financial Group
  Troy, MI

Other Businesses

1. CAPITAL CONSULTING GROUP AND FINANCIAL ADVISORS POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1985 ADDRESS: 31800 Northwestern Highway, Suite 300 Farmington Hills MI 48334 DESCRIPTION: I have been a licenced insurance agent for over 30 years. It is a significant part of my financial planning business and I generate revenue from this practice. 2. ARROW INVESTMENT MANAGEMENT POSITION: Investment Advisor NATURE: Registered Investment Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 07/01/2013 ADDRESS: 31800 Northwestern, #300, Farmington Hills MI 48334, United States DESCRIPTION: I am an affiliate with my Managing Executive, Kent Bowman and his independent RIA, Arrow Investment Management. 3. HEBREW FREE LOAN POSITION: Board Member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 6735 Telegraph Road, #300, Bloomfield Hills MI 48301, United States DESCRIPTION: I am a board member of this non-profit organization. On a quarterly basis I attend board meetings. 4. ARROW FINANCIAL SOLUTIONS, PLC DBA ARROW FINANCIAL GROUP POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/25/2012 ADDRESS: 31800 Northwestern Highway, Suite 300, Farmington Hills MI 48334, United States DESCRIPTION: Financial advisory and consulting

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-09-20

Designations

• Certified Financial Planner

Other Names

• Susan Jill Bornstein