Overview
Assets Under Management: $175 million
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 53
Average Client Assets: $3 million
Frequently Asked Questions
ARBOR FINANCIAL PLANNING LLC 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 #281317), ARBOR FINANCIAL PLANNING LLC is subject to fiduciary duty under federal law.
ARBOR FINANCIAL PLANNING LLC is headquartered in ANN ARBOR, MI.
ARBOR FINANCIAL PLANNING LLC serves 53 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, ARBOR FINANCIAL PLANNING LLC offers financial planning and portfolio management for individuals. View all service details ↓
ARBOR FINANCIAL PLANNING LLC manages $175 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, ARBOR FINANCIAL PLANNING LLC serves high-net-worth individuals. View client details ↓
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