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Building 2ARBORFI ADVISORS, LLC

Map pinANN ARBOR, MI
Phone734-345-6980
NotebookSEC #801-132056
Total AUM
$148.4M
Employees
2
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2395 S HURON PKWY
SUITE 101
ANN ARBOR
MI 48104
United States
Operating Hours
9:00AM-4:00PM
Monday - Friday
Phone
734-345-6980

ReceiptFinancials

Total AUM
$148.4M
Accounts
362
Discretionary
$148.4M
Accounts
362
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
56
AUM
$25.1M
HNW Individual Clients
45
AUM
$121.1M
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
1
AUM
$858.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MITX

HandshakeAffiliates

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

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