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Building 2ARBOR WEALTH

Map pinMIRAMAR BEACH, FL
Phone850-608-6121
NotebookSEC #801-80638
Total AUM
$360.1M
Employees
6
Clients
342

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13330 EMERALD COAST PARKWAY
MIRAMAR BEACH
FL 32550
United States
Operating Hours
MONDAY - THURSDAY 8:30 AM - 5:00 PM
FRIDAY 8:30 AM - 3:00 PM
Phone
850-608-6121

ReceiptFinancials

Total AUM
$360.1M
Accounts
995
Discretionary
$360.1M
Accounts
995
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
214
AUM
$101.1M
HNW Individual Clients
125
AUM
$250.8M
Charitable Organization Clients
2
AUM
$1.2M
Corporation or Business Clients
1
AUM
$7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALAMINCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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