101 West Big Beaver Road
Suite 1400
Troy, Michigan 48084
Tel: (855) 927-2679
ARBOR WEALTH ADVISORS LLC, formally registered with the SEC as ARBOR WEALTH ADVISORS LLC. The firm was established in 12/02/2013. They have over 1 offices throughout the country.
ARBOR WEALTH ADVISORS LLC is a Troy, Michigan based Financial Planning firm with nearly $443,165,244 assets under management, offering retirement planning & investment advisory services to 266 clients. The firm is staffed with 1 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 169570 |
SEC# | 801-78796 |
Assets Managed by Firm | $443,165,244 |
No. of Clients | 266 |
No. of Advisors | 1 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 266 | $443,165,244 |
Individuals (other than high net worth individuals) | Fewer than 5 clients | $672,452 |
High net worth individuals | 61 | $442,492,792 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$222,731,514,408 | 132 | 176 | |
$18,613,469,251 | 16470 | 130 | |
$17,421,295,183 | 82 | 64 | |
$12,103,858,871 | 332 | 15 | |
$11,794,814,698 | 145 | 50 |
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