ARBOR FINANCIAL SERVICES, LLC

2001 Butterfield Road
Suite 500
Downers Grove, Illinois 60515
Tel: 630-701-9080

About ARBOR FINANCIAL SERVICES, LLC

ARBOR FINANCIAL SERVICES, LLC, formally registered with the SEC as ARBOR FINANCIAL SERVICES, LLC. The firm was established in 06/14/2021. They have over 1 offices throughout the country.

ARBOR FINANCIAL SERVICES, LLC is a Downers Grove, Illinois based Financial Planning firm with nearly $113,405,818 assets under management, offering retirement planning & investment advisory services to 385 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150713
SEC#	801-121507
Assets Managed by Firm	$113,405,818
No. of Clients	385
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (WRAP FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	385	$113,405,818
Individuals (other than high net worth individuals)	201	$51,153,818
High net worth individuals	31	$62,252,000

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