Overview
Assets Under Management: $957 million
Headquarters: WINSTON SALEM, NC
High-Net-Worth Clients: 251
Average Client Assets: $4 million
Frequently Asked Questions
ARBOR INVESTMENT ADVISORS, 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 #111077), ARBOR INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
ARBOR INVESTMENT ADVISORS, LLC is headquartered in WINSTON SALEM, NC.
ARBOR INVESTMENT ADVISORS, LLC serves 251 high-net-worth clients according to their SEC filing dated April 26, 2024. View client details ↓
According to their SEC Form ADV, ARBOR INVESTMENT ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ARBOR INVESTMENT ADVISORS, LLC manages $957 million in client assets according to their SEC filing dated April 26, 2024.
According to their SEC Form ADV, ARBOR INVESTMENT ADVISORS, 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: 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