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Building 2ARBORFI ADVISORS, LLC

Map pinANN ARBOR, MI
Phone734-821-8092
NotebookSEC #801-117347
Total AUM
$26.5M
Employees
2
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
455 EAST EISENHOWER PKWY
SUITE 300
ANN ARBOR
MI 48108
United States
Operating Hours
9:00AM-4:00PM
Monday - Friday
Phone
734-821-8092

ReceiptFinancials

Total AUM
$26.5M
Accounts
87
Discretionary
$26.5M
Accounts
87
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$6.4M
HNW Individual Clients
21
AUM
$20M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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