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Building 2ARBOR ASSET MANAGEMENT, LLC

Map pinANN ARBOR, MI
Phone734-213-1390
NotebookSEC #801-60341
Total AUM
$319.6M
Employees
3
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2155 JACKSON AVE.
ANN ARBOR
MI 48103
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
734-213-1390

ReceiptFinancials

Total AUM
$319.6M
Accounts
731
Discretionary
$319.6M
Accounts
731
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
65
AUM
$10.5M
HNW Individual Clients
141
AUM
$295.8M
Pension/Profit Sharing Plan Clients
1
AUM
$13.2M
Charitable Organization Clients
1
AUM
$92.9K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMINYTX

HandshakeAffiliates

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

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