Arbor Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ann Arbor, MI. Its latest Form ADV filing, dated March 13, 2026, reports $215M in regulatory assets under management, 3 employees, and 568 accounts.
Assets Under Management
$215M
Employees
3
Offices
--
Total Clients
72
Primary office
ANN ARBOR, MI
116 E. WASHINGTON ST. SUITE 210, ANN ARBOR, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.6% of total clients.
Top client categories% of clientsClients
1
HNWI
80.6%
58
2
Individuals
19.4%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$215Mas of March 13, 2026
Discretionary93.6%
$201M
94% of total RAUM93.6%
Non-discretionary6.4%
$14M
6% of total RAUM6.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$215M
Total Accounts568
10Y AUM Change+$47M (+28.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee24:1
10Y Employee Change+1 (+50.0%)
* 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.