Adviser Profile
| As of Date | 11/18/2019 |
| Registration status | Registration Changed to ARBORFI ADVISORS, LLC |
| ADV Location | ANN ARBOR, MI, United States |
| AUM* | 26,463,591 |
| of that, discretionary | 26,463,591 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 304,179 |
| % High Net Worth | 42.86% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
26M
23M
19M
15M
11M
8M
4M
2019
Private Funds
No private funds