Arbor Investments Management, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Arbor Investments Management, LLC
Overview
Arbor Investments Management, LLC operates as a financial advisory company headquartered in Chicago, Illinois. The company administers $2.6 billion in assets across nine client accounts, making it one of the biggest financial advisory firms in the nation by assets under management (AUM). The firm has a small team, including 24 financial advisors. Arbor Investments Management, LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as bonds, equities and options.
Arbor Investments Management, LLC manages all of its accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell choices for the client's account without needing to seek the customer's permission. The advisory firm's average account size is $291.4 million. An average advisor at Arbor Investments Management, LLC manages fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The firm's main office is at 676 N. Michigan Ave., Chicago, Illinois 60611. Arbor Investments Management, LLC is permitted to provide services to clients in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Arbor Investments Management, LLC by the Numbers
$2.6 billion
25
9
$291.4 million
Fee Structure
Fees charged by financial advisors are based on which services the firm provides the client. However, fees billed by the firm can be comprised of the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Arbor Investments Management, LLC provides services to pooled investment vehicles. Out of its nine accounts, Arbor Investments Management, LLC's biggest client is pooled investment vehicles. None of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Arbor Investments Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.