|
⚲
|
| Arbor Investment Advisors LLC
✚
| |
|---|---|
| CRD # | 111077 |
| SEC # | 801-58281 |
| CIK # | 0001590073 |
| AUM | $956.7 MM (2024-03-21) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 336-777-1677 |
| Address | 300 South Main Street Winston Salem, NC 27101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 5.4 | |
| MSFT | 1,918,222.4 | 4.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 56.8 |
| (b) Individuals (high net worth individuals) | 236 | 868.4 |
| (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 | 11.0 |
| (h) Charitable organizations | 7 | 20.2 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,255 | 956.7 |
| By Discretionary | ||
| Discretionary | 1,246 | 942.4 |
| Non-Discretionary | 9 | 14.3 |
| Total | 1,255 | 956.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 956.7 | |
| Total | 1,255 | 956.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001590073] |
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|---|---|---|
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|
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McIlrath & Eck LLC
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|
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Dixon Financial Services Inc
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