Overview
Assets Under Management: $154 million
Headquarters: GARDINER, ME
High-Net-Worth Clients: 22
Average Client Assets: $2 million
Frequently Asked Questions
J.M. ARBOUR, 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 #313352), J.M. ARBOUR, LLC is subject to fiduciary duty under federal law.
J.M. ARBOUR, LLC is headquartered in GARDINER, ME.
J.M. ARBOUR, LLC serves 22 high-net-worth clients according to their SEC filing dated August 14, 2025. View client details ↓
According to their SEC Form ADV, J.M. ARBOUR, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
J.M. ARBOUR, LLC manages $154 million in client assets according to their SEC filing dated August 14, 2025.
According to their SEC Form ADV, J.M. ARBOUR, 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: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.68
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,310
Discretionary Accounts: 1,310
Regulatory Filings
CRD Number: 313352
Filing ID: 2009631
Last Filing Date: 2025-08-14 12:38:00
Website: https://jmarbour.com