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 $587,267,119 assets under management, offering retirement planning & investment advisory services to 283 clients. The firm is staffed with 1 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 169570 |
SEC# | 801-78796 |
Assets Managed by Firm | $587,267,119 |
No. of Clients | 283 |
No. of Advisors | 1 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 283 | $587,267,119 |
Individuals (other than high net worth individuals) | Fewer than 5 clients | $893,455 |
High net worth individuals | 66 | $586,373,664 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$15,029,547,343 | 412 | 15 | |
$11,989,880,000 | 105 | 31 |
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