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ARBOR INVESTMENT ADVISORS
WINSTON SALEM, NC
336-777-1677
SEC #801-58281Total AUM
$1.3B
Employees
8Clients
480Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
300 SOUTH MAIN STREET
WINSTON SALEM
NC 27101
United States
WINSTON SALEM
NC 27101
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
336-777-1677
Financials
Total AUM
$1.3B
Accounts
1,457Discretionary
$1.1B
Accounts
1,418Non-Discretionary
$153.7M
Accounts
39
Clients
Individual Clients
181AUM
$82.1M
HNW Individual Clients
290AUM
$1.2B
Pension/Profit Sharing Plan Clients
1AUM
$14.6M
Charitable Organization Clients
7AUM
$28.2M
Corporation or Business Clients
1AUM
$380.1K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
PORTFOLIO MGMT FOUNDATIONS & MONEY PENSION PURCHASE PLAN; CONSULTING PURSUANT TO ERISA 404C
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOFLGANCNHSCTNTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.