Adviser Profile

As of Date 07/18/2024
Registration status Registration Changed to ARBOR INVESTMENT MANAGEMENT, LLC
ADV Location ANN ARBOR, MI, United States
Contact Info 734 xxxxxxx
Websites
AUM* 122,000,000 3%
of that, discretionary 122,000,000 3%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,386,364 3%
% High Net Worth 65.91% 1%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees