DOWNERS GROVE, ILCRD 150713Latest ADV February 12, 2026
Arbor Financial Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Downers Grove, IL. Its latest Form ADV filing, dated February 12, 2026, reports $122M in regulatory assets under management, 5 employees, and 381 accounts.
Assets Under Management
$122M
Employees
5
Offices
--
Total Clients
240
Primary office
DOWNERS GROVE, IL
2001 BUTTERFIELD ROAD, SUITE 500, DOWNERS GROVE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.2% of total clients.
Top client categories% of clientsClients
1
Individuals
84.2%
202
2
HNWI
15.8%
38
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$122Mas of February 12, 2026
Discretionary100.0%
$122M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$122M
Total Accounts381
10Y AUM Change+$10M (+8.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee48:1
10Y Employee Change-4 (-44.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.