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Building 2ARBOR FINANCIAL SERVICES, LLC

Map pinDOWNERS GROVE, IL
Phone630-701-9080
NotebookSEC #801-121507
Total AUM
$122.2M
Employees
5
Clients
240

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2001 BUTTERFIELD ROAD
SUITE 500
DOWNERS GROVE
IL 60515
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
630-701-9080

ReceiptFinancials

Total AUM
$122.2M
Accounts
381
Discretionary
$122.2M
Accounts
381
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
202
AUM
$51M
HNW Individual Clients
38
AUM
$71.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
WRAP FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLILINMITXWI

HandshakeAffiliates

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

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