Overview
Assets Under Management: $957 million
Headquarters: WINSTON SALEM, NC
High-Net-Worth Clients: 251
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 251
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.45
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,255
Discretionary Accounts: 1,246
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 111077
Last Filing Date: 2024-04-26 00:00:00
Website: https://arborinvest.com