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Arbor Financial Services, LLC

● SEC registered since 2021CRD 150713SEC# 801-121507Downers Grove, IL
Export (members)
Reg. AUM
$113.4M
Employees
6
Accounts
385
Location
Downers Grove, IL

Arbor Financial Services, LLC assets under management

Arbor Financial Services, LLC is an investment advisory firm registered with the SEC based in Downers Grove, IL. The firm has been registered since 2021. It reports $113.4 million in regulatory assets under management and employs 6 people.
www.facebook.com/arborfinancialservices1View on SEC.gov ↗

Arbor Financial Services, LLC owners & executives

3 reported
NameTitleOwnershipSince
Peter Charles Claeys ControlChief Compliance Officer, MemberUnder 5%2009
Profitability Concepts and Consulting, LLC ControlManaging MemberOver 75%2000
Peter Charles Claeys ControlManaging MemberOver 75%2000

Frequently asked questions

How much does Arbor Financial Services, LLC manage?

Arbor Financial Services, LLC reports $113.4 million in regulatory assets under management on its Form ADV.

How many employees does Arbor Financial Services, LLC have?

Arbor Financial Services, LLC reports 6 employees.

Where is Arbor Financial Services, LLC located?

Arbor Financial Services, LLC is based in Downers Grove, IL and has been SEC-registered since 2021.

Does Arbor Financial Services, LLC disclose fund performance?

Arbor Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2001 Butterfield Road, Suite 500, Downers Grove, IL 60515
Phone630-701-9080
Fax630-757-0177
Office hours8:00a.m. - 4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$113.4M
Non-discretionary$0
Total (RAUM)$113.4M