Arbor Asset Management LLC

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Assets, Funds, Holdings

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Arbor Asset Management LLC
CRD #112048
SEC #801-60341
CIK #
AUM
Employees 3 (100% Investors, 0% Brokers)
Phone734-213-1390
Address2155 Jackson Ave
Ann Arbor, MI 48103
Source [IAPD] [Website]
Total AUM ($MM)
4003202401608001999200620132021
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 65 10.5
(b) Individuals (high net worth individuals) 141 295.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 13.2
(h) Charitable organizations 0 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 731 319.6
By Discretionary
Discretionary 731 319.6
Non-Discretionary 0 0.0
Total 731 319.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 319.6
Total 731 319.6
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