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ARBOR POINT ADVISORS
LAVISTA, NE
888-777-1992
SEC #801-77135Total AUM
$6.9B
Employees
2,643Clients
17,347Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
12325 PORT GRACE BLVD.
LAVISTA
NE 68128
United States
LAVISTA
NE 68128
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
888-777-1992
Other Offices
147
Financials
Total AUM
$6.9B
Accounts
28,010Discretionary
$6.9B
Accounts
28,010Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
15,511AUM
$3.3B
HNW Individual Clients
1,564AUM
$3.4B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
114AUM
$51.4M
Charitable Organization Clients
6AUM
$3.3M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
147AUM
$148.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator False Statement/Dishonesty
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 10 other businesses.