ARBOR INVESTMENTS MANAGEMENT, LLC

209 Phipps Plaza
Palm Beach, Florida 33480
Tel: 312-981-3770

About ARBOR INVESTMENTS MANAGEMENT, LLC

ARBOR INVESTMENTS MANAGEMENT, LLC, formally registered with the SEC as ARBOR INVESTMENTS MANAGEMENT, LLC. The firm was established in 03/28/2012. They have over 3 offices throughout the country.

ARBOR INVESTMENTS MANAGEMENT, LLC is a Palm Beach, Florida based Financial Planning firm with nearly $3,100,714,996 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157442
SEC#	801-73487
Assets Managed by Firm	$3,100,714,996
No. of Clients	9
No. of Advisors	25

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$3,100,714,996

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