ARBOR INVESTMENT ADVISORS

300 South Main Street
Winston Salem, North Carolina 27101
Tel: 336-777-1677

About ARBOR INVESTMENT ADVISORS

ARBOR INVESTMENT ADVISORS, formally registered with the SEC as ARBOR INVESTMENT ADVISORS. The firm was established in 01/24/2001. They have over 1 offices throughout the country.

ARBOR INVESTMENT ADVISORS is a Winston Salem, North Carolina based Financial Planning firm with nearly $956,721,696 assets under management, offering retirement planning & investment advisory services to 1255 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111077
SEC#	801-58281
Assets Managed by Firm	$956,721,696
No. of Clients	1255
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Other (PORTFOLIO MGMT FOUNDATIONS & MONEY PENSION PURCHASE PLAN; CONSULTING PURSUANT TO ERISA 404C)

Firm Client Information

	No. of Clients	AUM
Firm Total	1255	$956,721,696
Individuals (other than high net worth individuals)	155	$56,783,181
High net worth individuals	236	$868,431,717
Pension and profit sharing plans	Fewer than 5 clients	$11,010,674
Charitable organizations	7	$20,172,611
Corporations or other businesses	Fewer than 5 clients	$323,513

More Retirement Planning firms in Winston Salem, North Carolina:

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BRIGHTHOUSE INVESTMENT ADVISERS, LLC 11225 North Community House Rd Charlotte, NC, 28277	$137,561,001,775	6685	31

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