Overview
Assets Under Management: $148 million
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 45
Average Client Assets: $3 million
Frequently Asked Questions
ARBORFI 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 #305009), ARBORFI ADVISORS, LLC is subject to fiduciary duty under federal law.
ARBORFI ADVISORS, LLC is headquartered in ANN ARBOR, MI.
ARBORFI ADVISORS, LLC serves 45 high-net-worth clients according to their SEC filing dated February 16, 2026. View client details ↓
According to their SEC Form ADV, ARBORFI ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ARBORFI ADVISORS, LLC manages $148 million in client assets according to their SEC filing dated February 16, 2026.
According to their SEC Form ADV, ARBORFI ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.61
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 362
Discretionary Accounts: 362
Regulatory Filings
CRD Number: 305009
Filing ID: 2054836
Last Filing Date: 2026-02-16 14:40:52