J.M. ARBOUR, LLC

1 Brunswick Avenue
Gardiner, Maine 04345
Tel: (207) 248-6767

About J.M. ARBOUR, LLC

JM ARBOUR, LLC, formally registered with the SEC as JM ARBOUR, LLC. The firm was established in 05/06/2022. They have over 2 offices throughout the country.

J.M. ARBOUR, LLC is a Gardiner, Maine based Financial Planning firm with nearly $116,480,274 assets under management, offering retirement planning & investment advisory services to 1129 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313352
SEC#	801-124962
Assets Managed by Firm	$116,480,274
No. of Clients	1129
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1129	$116,480,274
Individuals (other than high net worth individuals)	474	$78,915,894
High net worth individuals	19	$37,564,380

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