Overview
Assets Under Management: $6.9 billion
Headquarters: LAVISTA, NE
High-Net-Worth Clients: 1,564
Average Client Assets: $2.2 million
Frequently Asked Questions
ARBOR POINT ADVISORS 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 #165127), ARBOR POINT ADVISORS is subject to fiduciary duty under federal law.
ARBOR POINT ADVISORS is headquartered in LAVISTA, NE.
ARBOR POINT ADVISORS serves 1,564 high-net-worth clients according to their SEC filing dated August 26, 2024. View client details ↓
According to their SEC Form ADV, ARBOR POINT ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ARBOR POINT ADVISORS manages $6.9 billion in client assets according to their SEC filing dated August 26, 2024.
According to their SEC Form ADV, ARBOR POINT ADVISORS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,564
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.32%
Average Client Assets: $2.2 million
Total Client Accounts: 28,010
Discretionary Accounts: 28,010
Regulatory Filings
CRD Number: 165127
Filing ID: 1897390
Last Filing Date: 2024-08-26 10:17:00