No longer SEC-registered. Arbor Financial Planning LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$175.2M
Employees
3
Accounts
512
Location
Ann Arbor, MI
Arbor Financial Planning LLC assets under management
Arbor Financial Planning LLC is an investment advisory firm registered with the SEC based in Ann Arbor, MI. It reports $175.2 million in regulatory assets under management and employs 3 people.
How much does Arbor Financial Planning LLC manage?
Arbor Financial Planning LLC reports $175.2 million in regulatory assets under management on its Form ADV.
How many employees does Arbor Financial Planning LLC have?
Arbor Financial Planning LLC reports 3 employees.
Where is Arbor Financial Planning LLC located?
Arbor Financial Planning LLC is based in Ann Arbor, MI.
Does Arbor Financial Planning LLC disclose fund performance?
Arbor Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
Address
116 E. Washington St. Suite 210, Ann Arbor, MI 48104