Overview
Assets Under Management: $162 million
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 66
Average Client Assets: $1.7 million
Frequently Asked Questions
ARBOR INVESTMENT MANAGEMENT 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 #154735), ARBOR INVESTMENT MANAGEMENT is subject to fiduciary duty under federal law.
ARBOR INVESTMENT MANAGEMENT is headquartered in ANN ARBOR, MI.
ARBOR INVESTMENT MANAGEMENT serves 66 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, ARBOR INVESTMENT MANAGEMENT offers portfolio management for individuals. View all service details ↓
ARBOR INVESTMENT MANAGEMENT manages $162 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, ARBOR INVESTMENT MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.99%
Average Client Assets: $1.7 million
Total Client Accounts: 96
Discretionary Accounts: 96
Regulatory Filings
CRD Number: 154735
Filing ID: 2062628
Last Filing Date: 2026-03-06 13:08:39