ARBOR POINT ADVISORS

12325 Port Grace Blvd.
Lavista, Nebraska 68128
Tel: 888-777-1992

About ARBOR POINT ADVISORS

ARBOR POINT ADVISORS, formally registered with the SEC as ARBOR POINT ADVISORS. The firm was established in 09/28/2012. They have over 139 offices throughout the country.

ARBOR POINT ADVISORS is a Lavista, Nebraska based Financial Planning firm with nearly $6,428,973,356 assets under management, offering retirement planning & investment advisory services to 30789 clients. The firm is staffed with 1844 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165127
SEC#	801-77135
Assets Managed by Firm	$6,428,973,356
No. of Clients	30789
No. of Advisors	1844

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	30789	$6,428,973,356
Individuals (other than high net worth individuals)	17547	$3,451,398,454
High net worth individuals	1320	$2,732,317,989
Pension and profit sharing plans	133	$62,633,262
Corporations or other businesses	182	$182,623,651

Inquire with ARBOR POINT ADVISORS

More Retirement Planning firms in Lavista, Nebraska:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,283,016,878	176366	326
SECURITIES AMERICA ADVISORS, INC. 12325 Port Grace Blvd. La Vista, NE, 68128-8204	$38,163,842,160	200228	3748
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$23,108,472,280	1823	50
CWM, LLC 14600 Branch St. Omaha, NE, 68154	$19,943,561,186	96956	1111
AMERITAS ADVISORY SERVICES, LLC 5900 O Street Lincoln, NE, 68510	$8,534,798,484	35218	592

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