Overview
Assets Under Management: $934 million
Headquarters: AMHERST, NY
High-Net-Worth Clients: 109
Average Client Assets: $1.3 million
Frequently Asked Questions
ARBOR CAPITAL MANAGEMENT CORP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106461), ARBOR CAPITAL MANAGEMENT CORP is subject to fiduciary duty under federal law.
ARBOR CAPITAL MANAGEMENT CORP is headquartered in AMHERST, NY.
ARBOR CAPITAL MANAGEMENT CORP serves 109 high-net-worth clients according to their SEC filing dated March 14, 2024. View client details ↓
According to their SEC Form ADV, ARBOR CAPITAL MANAGEMENT CORP offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ARBOR CAPITAL MANAGEMENT CORP manages $934 million in client assets according to their SEC filing dated March 14, 2024.
According to their SEC Form ADV, ARBOR CAPITAL MANAGEMENT CORP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.76%
Average Client Assets: $1.3 million
Total Client Accounts: 386
Discretionary Accounts: 349
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 106461
Filing ID: 1838419
Last Filing Date: 2024-03-14 10:40:00