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ARBOR WEALTH ADVISORS LLC

101 West Big Beaver Road
Suite 1400
Troy, Michigan 48084
Tel: (855) 927-2679

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About ARBOR WEALTH ADVISORS LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#169570
SEC#801-78796
Assets Managed by Firm$587,267,119
No. of Clients283
No. of Advisors1

Fee Structure

  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total283$587,267,119
Individuals (other than high net worth individuals)Fewer than 5 clients$893,455
High net worth individuals66$586,373,664

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