Overview
Assets Under Management: $175 million
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 53
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.35
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 512
Discretionary Accounts: 441
Non-Discretionary Accounts: 71
Regulatory Filings
CRD Number: 281317
Last Filing Date: 2025-02-10 00:00:00
Website: https://arborfinancial.com