Arbor Financial Services, LLC

Assets Under Management

$113.4M

Number of Clients

232

Number of Advisors

4

Average Client AUM

$489K

AUM per Advisor

$28.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Arbor Financial Services, LLC is a registered investment adviser offering discretionary investment advisory services on a fee-only basis. They tailor investment advice to meet clients' needs and objectives, using model portfolios with varying risk tolerances. They also offer limited financial planning services.

Fee Structure

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Location

2001 Butterfield Road, Suite 500, Downers Grove, IL, 60515

4 Advisors at this firm