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Arbor Capital Management Inc
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CRD # | 111362 |
SEC # | 801-57392 |
CIK # | 0001055977 |
AUM | $281.8 MM (2023-03-30) |
Employees | 11 (73% Investors, 0% Brokers) |
Phone | 907-222-7581 |
Address | 800 E Dimond Blvd 3310 Anchorage, AK 99515 |
Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 44.0 | |
AAPL | 2,382,844.0 | 28.9 | |
BHP | 147,288.3 | 17.8 | |
XOM | 385,508.3 | 16.2 | |
GLD | 13.3 | ||
GOOGL | 1,475,138.5 | 12.8 | |
AAP | 10,839.4 | 12.5 | |
UL | 115,645.2 | 12.3 | |
WMT | 335,434.5 | 12.1 | |
NVDA | 399,550.0 | 11.6 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 326 | 75.7 |
(b) Individuals (high net worth individuals) | 99 | 198.8 |
(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 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(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 | 7.3 |
Total | 428 | 281.8 |
By Discretionary | ||
Discretionary | 427 | 275.5 |
Non-Discretionary | 1 | 6.3 |
Total | 428 | 281.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 281.8 | |
Total | 428 | 281.8 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001055977] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Guidance Investment Advisors LLC
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IN | 0.3 |
Harbor Financial Group Inc
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|
CO | 0.3 |
Talis Advisory Services LLC
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|
TX | 0.3 |
Barnes Wealth Management Group Inc
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|
CA | 0.3 |
Hixon Zuercher LLC
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|
OH | 0.3 |
Stewardship Advisors LLC
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|
PA | 0.3 |
SPG Advisors LLC
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|
WA | 0.3 |
Persium Advisors LLC
✚
|
GA | 0.3 |
Wood Tarver Financial Group LLC
✚
|
ID | 0.3 |
NS Capital LLC
✚
|
CT | 0.3 |